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Banking Advisor

Banking Advisor

CompanyRoyal Bank of Canada
LocationToronto, ON, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) or willingness to obtain it within your training period
  • A passion for hosting an exceptional client experience
  • Curiosity, emotional intelligence and empathetic communication skills
  • Flexibility, a self-motivated eagerness to learn and determination to succeed
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

Responsibilities

  • Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
  • Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
  • Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice
  • Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
  • Provide professional advice and education with an ability to address credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
  • Make good use of technology to connect with clients both virtually and face to face
  • Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice

Preferred Qualifications

  • Previous experience in building rapport and maintaining client relationships within the financial or service industry