Financial services Jobs in Welland, ON

Job Summary

What is the opportunity

As an RBC Financial Advisor you attract nurture and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday your expertise will contribute to creating meaningful and memorable client experiences.

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 clients 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

Nice-to-have

Whats 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.

Job Skills

Advice Based Solutions Client Centricity Client Discovery Communication Critical Thinking Curiosity Data Analysis Digital Literacy

Additional Job Details

Address :

571 NIAGARA ST : WELLAND

City : WELLAND

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Pay Type : Salaried

Posted Date :

Application Deadline :

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion 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 .

Required Experience :

Unclear Seniority

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

Experience : years

Vacancy : 1