Expert Banking Advisor is a full time position with Royal Bank of Canada that helps clients make confident financial decisions. You will guide personal and small business clients with banking, lending and investment services that fit their needs.
The role includes building trusted client connections, offering financial guidance and helping people through important life events. You will also introduce digital banking options and work with different banking teams to provide complete support.
Royal Bank of Canada values its employees by offering learning programs, supportive leadership and many ways to build a long term career. If you are looking for a role where you can help clients and continue growing, read the job posting below.
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Employer Details
Company Name : Royal Bank of Canada
Location :
BERTHIERVILLE, Quebec, Canada
RAWDON, Quebec, Canada
JOLIETTE, Quebec, Canada
Salary : $62,000 to $71,000 annually
Job Type : Full time
Start date : As soon as possible
Benefits : Performance bonuses, flexible benefits package, competitive salary, banking training programs, career advancement across different business areas, guidance from experienced leaders, supportive team culture, continuous learning resources and a wide range of future career paths
Job Description
- Expert Banking Advisor is a full time financial services position with Royal Bank of Canada.
- The role belongs to the Personal and Commercial Banking platform.
- The position helps personal and small business clients with banking, lending and investment needs.
- The role offers a salaried pay structure.
- The position includes travel between listed branch locations when required.
Responsibilities
- Build lasting relationships with personal and small business clients.
- Learn about each client’s financial goals and recommend suitable solutions.
- Handle client concerns and provide support during the first interaction whenever possible.
- Offer guidance on banking, lending and investment products.
- Encourage clients to use digital banking tools for everyday banking.
- Connect with clients through virtual meetings and face to face appointments.
- Grow the client base through relationship building within the local area.
- Work with specialists in financial planning, mortgages, retirement planning and business banking.
Requirements
- Mutual Funds accreditation through the Investment Funds in Canada course or the Canadian Securities Course is required.
- Applicants in Quebec must have completed the Certificate of Achievement in Personal
- Finance offered by the Canadian Securities Institute, including the required Quebec modules.
- A work background of 1 to 2 years in the financial services sector supporting credit and investment products is required.
- Can work with earning client trust and building long term relationships.
- Skilled in using digital devices.
- Active involvement in developing a strong local professional network is preferred.
How to Apply?
Open the link below to see the complete job details and learn more about this position. Send your application through Royal Bank of Canada.