Expert Banking Advisor - Jobs in Pointe-Claire

Job Description

Come Work with Us!At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you #39;re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.Job TitleExpert Banking Advisor, North-west region of Montreal | Conseiller(ère) expert(e) en services bancaires - Région Nord-ouest de MontréalWhat is the opportunityAs an RBC Expert Banking Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child #39;s education or recommending how to borrow for theirquot;Someday quot;, your expertise will contribute to creating meaningful and memorable client experiences.What will you do

• Communicate with clients to learn about their needs and help them achieve their goals
• Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
• Leverage technology to deliver on client experience and drive sales and retention
• Proactively take ownership of resolving and preventing client #39;s banking problems
• Implement contact and relationship building strategies, and support new client acquisition in local community
• Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking

What do you need to succeedMust-have

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Completed or in the process of completion for the following courses

1- Fundamentals of Personal Finance2- Investment and Taxation Fundamentals - Quebec3- Insurance and Retirement - Quebec

• 2-3 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 (i.e., smartphones, tablets, laptops, etc.)
• Must be fluent in French

Nice-to-have

• Active in the local community, developing a solid network in the local community
• English

What #39;s in it for youWe thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Career development and top-notch sales coaching to take your career to the next level
• Competitive salary, annual bonus, and recognition programs that reward top performance
• Strong suite of tools, including emerging digital capability to enhance your competitive edge
• Opportunity to represent Canada #39;s leading financial services brand in your community

PCBADVQBCBREVPP3Job SummaryCompiler et analyser des données financières pour une entreprise. Appuyer les décisions d #39;affaires de la Haute direction en remettant à cette dernière des analyses financières et commerciales. S #39;appuyer sur un ensemble complet de pratiques, de connaissances et d #39;aptitudes pour réaliser des affectations.Address:POINTE-CLAIRE, Quebec, CanadaCity:CAN-QC-POINTE-CLAIRECountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2022-10-20-07:00Application Deadline:2023-06-02-07:00Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.