Description
This role focuses on maximizing client interactions by using sales expertise and problem-solving skills to assist clients with everyday banking, credit, and investment needs. The advisor acts as an RBC ambassador, providing value, collaborating with partners, and contributing to positive client experiences through digital banking guidance, new client onboarding, and specialist referrals.
What We're Looking For
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
Respond to client-initiated contact, assisting them with a full range of financial transactions.
Actively listen and engage clients in conversation to further understand their individual needs.
Proactively take ownership of resolving and preventing client banking problems.
Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
Must obtain Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course).
Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment.
Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients.
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).
Availability to work all open business hours.
Ideal Candidate
Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
Track record in building rapport and maintaining client relationships within the financial or service industry (Nice-to-have).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Availability to work all open business hours.
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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