- Job Title: Expert Banking Advisor
- Salary: Not Disclosed
- Location: Pointe-Claire, QC H9R 3J1
- Company: Royal Bank of Canada (RBC)
- Qualification: Bachelor’s diploma
- Experience: Minimum of five years
- Job Type: Full-time
ABOUT ROYAL BANK OF CANADA (RBC)
Royal Bank of Canada (RBC) is certainly one of the largest and most trusted financial institutions in Canada and globally. Established in 1864, RBC affords a complete type of banking, wealth control, insurance, and investment services. Headquartered in Toronto, RBC operates in over 30 international locations, serving loads of thousands of customers in the duration of private, employer, and company sectors.
The economic institution’s core values emphasize integrity, innovation, and community engagement, with a sturdy determination for sustainable improvement and social responsibility. RBC is diagnosed for its control in monetary services, further to its attention on technology-pushed answers to fulfill the evolving wishes of its severa purchaser base. With a wealthy history of increase and innovation, RBC continues to be a pillar in the Canadian economic landscape and an outstanding participant in the international economic markets.
Job Description:
We are attempting to find an enormously expert and professional Expert Banking Advisor to enroll in our dynamic group. As an Expert Banking Advisor, you will be liable for delivering tailor-made monetary advice and banking solutions to our high-internet-nicely well-worth customers, agencies, and corporate customers. You will leverage your deep organization facts, customer support records, and dating-constructing competencies to offer whole banking techniques, supporting customers acquire their financial dreams.
Key Responsibilities Of an Expert Banking Advisor:
Client Relationship Management:
- Develop and keep robust, prolonged-time period relationships with clients with the resource of statistics on their monetary needs and providing personalized banking answers.
- Conduct normal meetings and check-ins with clients to evaluate their economic role and suggest appropriate products and services.
- Provide expert guidance in regions alongside investment banking, wealth control, loans, mortgages, and retirement-making plans
Financial Advice and Planning:
- Offer expert monetary recommendations helping customers make informed choices approximately their personal or business employer price range.
- Recommend tailor-made banking products consisting of financial savings debts, loans, credit score centers, and funding solutions that align with the client’s economic dreams and chance profile.
- Analyze marketplace tendencies and monetary conditions to offer updated advice and make sure customers continue to bnicely knowledgeablele.
Sales and Business Development:
- Proactively pick out and aim for new customers within assigned sectors or territories, contributing to corporation increase.
- Cross-promote and up-promote applicable banking services and products to current clients primarily based on their evolving wishes.
- Meet earnings dreams and make contributions to usual crew dreams in line with enterprise business enterprise targets.
Compliance and Risk Management:
- Ensure all customer transactions, interactions, and monetary recommendations observe internal rules, enterprise guidelines, and prison requirements.
- Stay up to date with financial pointers, compliance requirements, and brilliant practices to mitigate risks for both the monetary group and clients.
Team Collaboration:
- Work cautiously with other banking teams.g.G., organization banking, and wealth control) to deliver holistic answers.
- Mentor junior advisors and offer know-how to assist organization improvement.
Qualifications:
- Bachelor’s diploma in Finance, Business Administration, Economics, or any associated difficulty.
- Minimum of five years of enjoy in banking or financial advisory roles, with ann examined track record of consumer control and financial making plans.
- Strong information on banking products, economic markets, and funding strategies.
- Exceptional communique, interpersonal, and negotiation skills.
- Ability to analyze monetary statistics and market dispositions.
- Relevant certifications (e.G., CFA, CFP) are a plus.
Skills:
- Relationship-constructing and customer-orientated thoughts-set.
- In-depth facts of monetary products and services.
- Strong analytical and problem-fixing skills.
- Excellent income and negotiation skills.
Click Here to Apply Now
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