Exclusive Career Event: Discover the Expert Banking Services Advisor Role at RBC
Core
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive, professional advice on everyday banking, investments, and credit.
Role type
Senior IC financial advisor (banking)
Builds
Client relationships and financial solutions for personal and business needs
Domain
Banking / Personal & Commercial Banking
Deliverable
client delivery
Required skills
Financial planning expertise, sales experience, bilingualism (English/French), digital literacy, relationship building, complex credit and investments knowledge
Preferred skills
Local community networking
Technologies
Smartphones, tablets, laptops, digital self-serve platforms
Responsibilities
Communicate effectively to uncover client needs and deliver client-centric advice, use advice capabilities and partner resources to meet clients' entire suite of financial needs, provide professional advice and education addressing complex credit and investments, champion digital enablement by educating clients to self-serve, implement effective contact and relationship building strategies to accelerate new client acquisition and retention, collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking.
Seniority
Mid-level, hands-on IC