Banking Advisor
City : MONTRÉAL, Quebec, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Job Summary
Job Description
** This is an opportunity for candidates to express their interest in current and future positions in downtown of Montreal area**
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.)
- The successful candidate requires fluency in French and English in order to serve our clients in the community with English speaking needs.
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 LiteracyAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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