Expert Banking Advisor- EN

Job Summary

Job Description

• This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **
  
  

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 our 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 have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

• 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
• 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 complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
• 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.
• 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.
  
  

What do you need to succeed?

Must-have

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
• 1-2 years of proven sales experience in the financial services industry, handling credit and investments
• Demonstrated ability to build trust and maintain long-term client relationships
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
  
  

Nice-to-have

• Active in developing a solid network in the local community
  
  

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

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Address:

2450 BOUL LAURIER:QUÉBEC

City:

QUÉBEC

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Job Description

What is the opportunity?

As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.

What will you do?

• Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the session
• Participate with advisors in client / prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial Group.
• Stay current relative to pertinent legislation, policy and risk management issues.
• Proactively identify new business and referral opportunities for RBC Financial Group where appropriate.
• Foster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounter.
• Maintain and report an accurate and complete record of activities and results.
• Work with advisors in identifying appropriate opportunities
• Follow through and co-ordinate any actions that come out of the interview process (i.e. various internal and external consultants.)
• Stay current on the business unit's strategy and client offerings
  
  

What do you need to succeed?

Must have:

• Canadian Law Degree and called to the bar in at least one Canadian province or territory.
• A minimum of 5 years’ experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunities.
• Good knowledge of various insurance products as estate planning tools.
• Advanced knowledge of common law related to wills, estates and trusts
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Valid driver’s license
  
  

Nice to have:

• Estate and Trust experience
• Knowledge of Insurance Planning and Solutions
• STEP membership
  
  

What’s 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:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Work in a dynamic, collaborative, progressive, and high-performing team
• Ability to make a difference and lasting impact
  
  

Job Skills

Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address:

2828 BOUL LAURIER:QUÉBEC

City:

QUÉBEC

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-21

Application Deadline:

2024-10-31

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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