Description
This role focuses on maximizing client interactions by providing advice on everyday banking, credit, and investment needs. The advisor acts as an RBC ambassador, solving problems, identifying sales opportunities, and collaborating with partners to help clients achieve their financial goals. Key aspects include digital banking education and ensuring client satisfaction and loyalty.
What We're Looking For
Proactively engage with clients in the branch and community, uncover banking needs, provide advice, identify sales and referral opportunities, educate clients on digital banking, assist with financial transactions, actively listen to understand client needs, proactively resolve banking problems, and cultivate relationships with partners for business opportunities and referrals.
Ideal Candidate
Mutual Funds accreditation (or willingness to obtain it, e.g., Investment Funds in Canada or Canadian Securities Course).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to maintain mobility between listed branch locations.
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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