Expert Banking Advisor

Expert Banking Advisor is a full time role with Royal Bank of Canada that supports personal and small business clients with their banking, credit and investment needs. The position is focused on building trusted relationships and giving advice that fits each client’s financial goals.

In this role, you will help clients with more complex banking needs, explain financial products and promote digital banking services. You will also work with different banking specialists to provide complete financial support.

Royal Bank of Canada offers a supportive work place with strong training, career growth and experienced leaders who help employees succeed. If you are ready to grow your banking career, take a look at the job posting below.

Also hiring: Farm labourer – harvesting

Employer Details

Company Name : Royal Bank of Canada
Location :
VAUDREUIL-DORION, Quebec, Canada
SALABERRY-DE-VALLEYFIELD, Quebec, Canada
PINCOURT, Quebec, Canada
Salary : $64,000 – $76,000 annually
Job Type : Full time
Start date : As soon as possible
Benefits : Performance bonuses, flexible benefits package, competitive salary, financial services training, career growth across different business areas, guidance from experienced leaders, supportive team environment, ongoing learning programs and a wide range of future career paths

Job Description

  • Expert Banking Advisor is a full time financial advisory position with Royal Bank of Canada.
  • The role is part of the Personal and Commercial Banking platform.
  • The position supports personal and small business clients with banking, credit and investment advice.
  • The role follows a salaried pay structure.
  • The position requires mobility between listed branch locations when needed.

Responsibilities

  • Build and grow relationships with personal and small business clients.
  • Understand client needs and provide suitable financial advice.
  • Resolve client concerns during the first point of contact whenever possible.
  • Provide guidance on banking, credit and investment products.
  • Promote digital banking services and encourage self service options.
  • Use virtual and in person meetings to connect with clients.
  • Build local client relationships to attract and retain new business.
  • Work with financial planning, mortgage, retirement planning and business banking teams to support clients.

Requirements

  • Valid Mutual Funds accreditation through the Investment Funds in Canada course or the Canadian Securities Course is required.
  • In Quebec, completed Certificate of Achievement in Personal Finance through the Canadian Securities Institute is required.
  • 1 to 2 years of work background in the financial services industry handling credit and investments is required.
  • Can work with building trust and maintaining long term client relationships.
  • Can use gadgets like smartphones and tablets and laptops.
  • Candidate is bilingual in both languages that is English and French.
  • Active involvement in building a local professional network is preferred.

How to Apply?

Why don’t you click the link below to explore the complete job details. Go ahead and apply for this position.

Apply

 

Scroll to Top