Premier Banking Advisor
Job Summary
Job Description
What is the opportunity?
We are currently seeking a Premier Banking Advisor to join our team. You will be a professional advisor delivering a superior client experience to high net worth Wealth Management Canada households for their personal banking and lending needs. You will be responsible for acquiring and deepening relationships of new high net worth households in partnership with the Wealth Management Canada advisor who will continue to be the primary relationship manager for wealth and financial advice. This posting is to cover Sherbrooke and with travel to Brossard. The work arrangement will be hybrid.
What will you do?
Manage and execute the Premier Banking onboarding process and full range of personal banking and credit solutions
Nurture and grow client relationships by understanding the client's personal banking and lending needs, working in concert with the Wealth Management Canada advisors
Seek to move client product and service loyalty towards RBC over time through excellence in service, relationship building, care and discovery
Follow the steps to deliver a robust Advice Experience (client discovery, the use of tools and calculators and the recommendation of the product solutions that best align with the client's goals, needs and objectives)
Ensure any issue is resolved to the client's satisfaction
Proactively educate and enable clients to engage with RBC through the channel of their choice
What do you need to succeed?
Must-have
Proven sales experience in the financial services industry, providing proactive and tailored personal banking and credit advice to clients
Exceptional client servicing and problem resolution skills
Demonstrated ability to partner and build trust with colleagues across the various RBC platforms
Proven track record in acquiring new client relationships while deepening existing client relationships
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Nice-to-have
University degree in Commerce, Accounting or Business Administration
Completion of the Personal Financial Services Advice (PFSA) course or the Fundamentals of Personal Finance (0700) course
Proficiency with RBC's digital solutions
Experience working with high net worth clients
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.
High level of autonomy
A strong and diverse team
Financial strength and strong brand
Prestige
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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