Expert Banking Advisor
On-siteLévis, Quebec, Canada
Job Summary
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive, professional advice across everyday banking, investments, and credit. Communicate effectively to uncover needs, deliver client-centric solutions, and resolve concerns at first point of contact. Use your expertise and partner capabilities to meet clients' entire suite of financial needs, championing digital enablement to encourage self-service where appropriate. Implement contact and relationship building strategies to accelerate new client acquisition and retention in your local community. Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure customized advice. Consistently demonstrate empathy and kindness in all interactions with colleagues and clients.
Required Qualifications
- 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 (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
- 1-2 years of proven sales experience in the financial services industry, handling credit and investments
- Must-have 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 (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
- 1-2 years of proven sales experience in the financial services industry, handling credit and investments
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Must be able to travel or work from any RBC location listed in the 'Job Available at Other Locations' section
- Must be able to travel or work from any RBC location listed in the 'Job Available at Other Locations' section
Desired Qualifications
- Active in developing a solid network in the local community
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