This role focuses on maximizing client interactions by providing advice on everyday banking, credit, and investment needs. The advisor will act as an RBC ambassador, solving problems, identifying sales and referral opportunities, and educating clients on digital banking to enhance client satisfaction and loyalty.
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.
Mutual Funds accreditation, or willingness to obtain it (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.).
Strong track record of building and maintaining client relationships in the finance or service sector (Nice-to-have).
37.5 hours/week
Must be willing to offer and maintain mobility between the branch locations listed; ability and willingness to travel or work from any RBC location is a condition of employment.
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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