Financial Solutions Specialist

What is the opportunity?

As a Financial Solutions Specialist you will be part of a great RBC community of colleagues who share an interest in helping clients thrive and communities prosper. Your focus will be on delivering a client experience that shows genuine interest and care, engaging a portfolio of team managed clients in discovery conversations to learn more about them, going beyond their immediate needs, anticipating future needs and offering solutions that will make a positive difference in their lives.  You will be part of a digitally enabled relationship bank that is focused on providing Access and Convenience solutions that will help clients save time and money. You have a strong desire to learn and grow in credit sales, is flexible and adaptable to change. If you want to be part of an organization that is People Driven and Client Focused, you can build a very rewarding and successful career here at RBC as a Financial Solutions Specialist.

What will you do?

  • Deliver a client experience that is warm and welcoming, engaging clients in discovery conversation to learn more about them so as to provide the best advice and solutions to meet their immediate and future financial needs
  • Be a digital ambassador to use, educate and demonstrate to our clients and employees, RBC’s Access and Convenience solutions
  • Book follow up appointments with clients regularly to discuss financial needs for themselves as well as their families
  • Collaborate and refer to other partners to win as one RBC team and bring the best of RBC to our clients
  • Partner with colleagues in community and in-store initiatives to share with clients how RBC can make a difference
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests when doing business with clients
  • Demonstrate commitment and embrace continuous learning to innovate, grow and build on existing proficiencies

What do you need to succeed?


  • Five minimum HAVO, VWO or MBO+ passes 
  • Retail Banking experience and is desirous of learning more about credit sales
  • Caring, curious, energetic and have a passion and genuine desire to help clients and make a positive difference in the communities we serve
  • Displays exemplary skills in customer service
  • Digitally savvy with a broad range of devices (i.e., smartphones, tablets, laptops, etc.) and social media
  • Proficient knowledge of industry & competitors
  • Flexible, resilient to change and be able to persevere despite uncertainty
  • Able to set ambitious goals with clear outcomes to achieve sales performance results
  • Demonstrate leadership capabilities
  • Excellent communication and interpersonal skills
  • Driven, self-motivated, eager to learn and innovate
  • Proficient computer skills using standard software – Microsoft Excel & Word


  • Undergraduate degree in Finance or Business
  • Experience and exposure in credit sales 
  • Experience in contact and pipeline management

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 in our communities, and achieving success that is mutual.

  • RBC offers a Total Rewards program including a competitive salary, opportunities for performance incentives along with an array of reward and recognition programs, flexible benefit, work/life and career development programs
  • Training is provided and continuously updated to provide you with access to the latest client sales and service tools for current and future careers
  • Excellent career development and access to a variety of job opportunities across business and geographies
  • Leaders who support your development through coaching
  • A dynamic, collaborative, progressive, and high-performing culture.

Application Deadline: 2022-11-29-08:00

Royal Bank of Canada
Employment Type
Salary and benefits
Salary and benefits info not provided.
Salary negotiable
Your Career Level
Early Career
Years Experience
Not Specified
Your Education Level
Secondary Education
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