Job opportunity
Personal And Business Banking Advisor
RBC
Use empathy, communication, and financial expertise to advise personal and small business clients across RBC’s banking ecosystem.
As an RBC Financial Advisor, you nurture relationships and provide advice for everyday banking, investments, and credit. You will uncover circumstances and concerns, recommend appropriate solutions, and collaborate with specialists in financial planning, mortgages, retirement planning, and business banking. Mobility between listed RBC branches is required.
Key Responsibilities:
Understand client circumstances, motivators, and concerns
Resolve client concerns at the first point of contact
Coordinate customized advice with market-leading RBC professionals
Use technology for virtual and face-to-face client connections
Develop local contact and relationship-building strategies
Requirements:
Investment Funds in Canada or Canadian Securities Course
Quebec personal finance certificate of achievement
One to two years' proven financial services sales experience
Digital literacy across smartphones, tablets, and laptops
Willingness to travel or work at listed RBC locations
Apply your empathy, communication, and financial services sales experience while supporting complex client needs across RBC branches.
#J-18808-Ljbffr
Apply on source site As an RBC Financial Advisor, you nurture relationships and provide advice for everyday banking, investments, and credit. You will uncover circumstances and concerns, recommend appropriate solutions, and collaborate with specialists in financial planning, mortgages, retirement planning, and business banking. Mobility between listed RBC branches is required.
Key Responsibilities:
Understand client circumstances, motivators, and concerns
Resolve client concerns at the first point of contact
Coordinate customized advice with market-leading RBC professionals
Use technology for virtual and face-to-face client connections
Develop local contact and relationship-building strategies
Requirements:
Investment Funds in Canada or Canadian Securities Course
Quebec personal finance certificate of achievement
One to two years' proven financial services sales experience
Digital literacy across smartphones, tablets, and laptops
Willingness to travel or work at listed RBC locations
Apply your empathy, communication, and financial services sales experience while supporting complex client needs across RBC branches.
#J-18808-Ljbffr