You provide clients with proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and key life events.

Responsibilities

• Communicate with clients to learn about their needs and help them achieve their goals
• Provide professional advice and education on complex credit and investment needs
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking
• Leverage technology to deliver exceptional client experiences and drive sales and retention
• Proactively resolve and prevent client banking problems
• Implement contact and relationship-building strategies to support new client acquisition
• Educate clients on RBC products and services, including digital banking

Requirements

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Completed Certificate in Financial Services Advice
• 2-3 years of proven sales experience in the financial services industry
• Demonstrated ability to build trust and maintain long-term client relationships
• Digital literacy across various devices

Nice to Have

• Fluency in a second language
• Active involvement in the local community

What's in it for You?

• Career development and top-notch sales coaching
• Competitive salary, annual bonus, and recognition programs
• Strong suite of tools, including emerging digital capabilities
• Opportunity to represent Canada's leading financial services brand

Job Data by YubHub.

You are RBC's ambassador to the local business market. Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships.

Partnering with other RBC advisors and specialists, you will contribute to creating an experience that clients appreciate and value.

*Please note, this position will require the successful candidate to be relocatable to one of the markets within the region based on business needs: North Battleford, Meadow Lake, Humboldt, Melfort, Nipawin, or Tisdale.

Responsibilities

• Acquire, grow, and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs
• Proactively contact clients, gather insights through client discovery, understand their needs and changing circumstances, and ongoing satisfaction with all of RBC
• Plan and prioritize client and market activities, find opportunities, and make introductions to RBC partners to fulfill clients' business and personal financial needs to win as One RBC
• Manage risk and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns/risks
• Champion digital enablement and be an advocate of RBC mobile and online applications, enable our clients to engage with RBC through the channel of choice
• Be on your client's path, visit your clients on-site to gain a thorough understanding of their business objectives and operations, as permitted

Requirements

• Must-have:

+ Business development and client acquisition and prospecting skills, including building and leveraging valuable Centres of Influence within the local business community + Proven track record in exceptional client relationship management + Excellent communication, time management, and organizational skills

• Nice-to-have:

+ Credit skills and knowledge, including an understanding of risk assessments, financial analyses, credit structuring/solutions, and deal presentations + Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in a similar field + Good knowledge of a broad array of business and personal financial products and services

What's in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Opportunity to collaborate with other business segments within the bank
• Competitive compensation
• Opportunity to build close relationships, do challenging work, and work towards personal and professional growth
• Flexible work/life balance
• Ability to make a difference and have a lasting impact on your clients' business and personal life

Job Data by YubHub.