Expert Banking Advisor is a full time role with Royal Bank of Canada that helps personal and small business clients make informed financial decisions. The position provides advice on banking, credit and investment products based on each client’s needs and future plans.
You will build long term client relationships, support more complex financial needs and encourage the use of digital banking services. The role also works closely with specialists in different banking areas to give clients complete financial support.
Royal Bank of Canada provides a welcoming work place with quality training, supportive leaders and many ways to grow your career. If you want to join a respected banking company and make a difference for clients, explore the job posting below.
Also hiring: Consultant, management information systems (MIS)
Employer Details
Company Name : Royal Bank of Canada
Location : Victoriaville, 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, professional banking training, career growth across different business areas, coaching from experienced leaders, positive team environment, continued learning resources and long term career development
Job Description
- Expert Banking Advisor is a full time client 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 financial guidance.
- The role follows a salaried pay structure.
- The position focuses on complex banking, credit and investment solutions.
- The routine work week is 37.5 hours.
Responsibilities
- Build and strengthen relationships with personal and small business clients.
- Understand client goals and provide suitable financial advice.
- Address client’s concerns and provide solutions.
- Recommend banking, credit and investment products that fit client needs.
- Promote digital banking services and encourage self service options.
- Connect with clients through both virtual and in person meetings.
- Grow new client relationships and retain existing clients.
- 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.
- You can work with building trust and also with keeping long term client relationships.
- Skilled in using smartphones, tablets and laptops and other digital devices.
- Bilingual in English and French is required to help clients in both languages as well.
- Active involvement in building a strong local professional network is preferred.
How to Apply?
Follow the link below to read the complete job details and apply directly through Royal Bank of Canada.