Job Description
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’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 succeed?
Must-have
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
- 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.)
Nice-to-have
- Fluency in a second language
- Active in the local community, developing a solid network in the local community
What’s in it for you?
We 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’s leading financial services brand in your community
Job Skills
Client Centricity, Communication, Critical Thinking, CuriosityAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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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 jobs.rbc.com.