Personal Banking Associate serving Alterna, a member - owned Canadian financial institution. Assessing member needs, delivering banking solutions, and supporting branch sales and service goals.
About the role
- RBC Associate supporting Financial Planners with client contact, referrals, and financial solutions. Enabling credit, investment, and everyday banking advice for personal and business clients.
Responsibilities
- Provide proactive sales support and responsive value-based client contact for a team of Financial Planners
- Support the unit/team in achieving sales objectives by contributing to a differentiated client experience
- Collaborate with partners across the organization to identify and meet client needs and goals
- Provide pre- and post-interaction enablement, client service, and fulfillment in connection with financial plans
- Identify client needs, make referrals, expand profitable client relationships, and track and review progress against the annual sales plan
- Assist with preparations for client meetings
- Support fulfillment of credit, investments, and everyday banking solutions
- Proactively lead with advice and serve clients through digital channels
- Act as a Digital Ambassador and maintain current technology knowledge by building digital IQ
- Follow policies and procedures and identify/correct areas of operational risk
Requirements
- Mutual Funds accreditation required, such as Investment Funds in Canada or the Canadian Securities Course
- Good working knowledge of Linx System
- Breadth and depth of expertise across everyday banking, investments, and credit
- Ability to fulfill a robust Advice Experience for personal and business needs
- Strong client contact routines that proactively build personal and Financial Planners’ calendars
- Ability to integrate consistent retention and anchoring activities to help the team achieve greater results
- Flexibility, eagerness to learn, strong personal ethics, and hunger for success
- Ability to work independently and in a team environment
- Strong collaboration skills
- Ability to leverage appropriate partners to meet clients’ entire suite of financial needs
- Track record in building rapport and maintaining client relationships within the financial industry (nice-to-have)
- Ability to provide increasingly complex everyday banking, investment, and credit advice for personal and business clients (nice-to-have)
- Second language skill set (nice-to-have)
Benefits
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- Support from a dynamic, collaborative, progressive, and high performing team
- World-class tools, coaching, and development opportunities
- Opportunity to achieve great success and grow your career with RBC
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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