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Expert Banking Services Advisor
Royal Bank of Canada (RBC)
Sponsorship not confirmed
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About the job
We are seeking an Expert Banking Services Advisor to join our team at RBC. As a Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small business clients, providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals. Key Responsibilities: Consistently demonstrate empathy, kindness, and understanding in all interactions with colleagues and clients Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet clients' entire suite of financial needs Provide professional advice and education on complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances Champion digital enablement by proactively educating clients to self-serve, while leading with advice and serving through digital channels where possible Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized and relevant expert advice Requirements: Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute 1-2 years of proven sales experience in the financial services industry, handling credit and investments Demonstrated ability to build trust and maintain long-term client relationships Digital literacy across a broad range of devices Bilingualism (English and French) required Nice-to-Have: Active in developing a solid network in the local community What We Offer: Competitive compensation and comprehensive social benefits, including health and dental coverage, a generous retirement plan, flexible time off, and wellness programs A world-class training program in financial services Excellent career development and access to a variety of job opportunities across business and geographies Leaders who support your development through coaching and managing opportunities Work in a dynamic, collaborative, progressive, and high-performing team Job Data by YubHub .
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