Banking Advisor

Job Summary

Job Description

This is an opportunity for candidates to express their interest in current and future positions in the West-Island of Montreal locations

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.

Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.

Whether you're demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities

Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business

Respond to client-initiated contact, assisting them with a full range of financial transactions

Actively listen and engage clients in conversation to further understand their individual needs

Proactively take ownership of resolving and preventing client banking problems

Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)

Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment

Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients

Flexibility, eagerness to learn, strong personal ethics, and a hunger for success

Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

This role requires fluency in both French and English in order to serve RBC's French and English-speaking customers in this market

Nice-to-have

Track record in building rapport and maintaining client relationships within the financial or service industry.

What are the advantages for you?

We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities.

We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.

Network and develop lasting relationships with students from diverse backgrounds across Canada

Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.

Leaders who support your development with coaching and learning opportunities

Work in a dynamic, collaborative, progressive and high-performance team

Ability to make a difference and lasting impact

Enjoy a comfortable work environment with the ability to dress casually

Job Skills

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