The Client Advisor role at RBC involves proactive client engagement within the branch, delivering exceptional service by managing transactions, and identifying sales and referral opportunities. This position emphasizes leveraging technology to enhance client experiences, drive solutions, and foster business retention. Key responsibilities include contributing to team goals through providing advice, introducing clients to RBC partners, and effectively resolving banking issues. Mobility between listed branch locations is a condition of employment.
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities.,Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business.,Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions.,Proactively take ownership of resolving and preventing client banking problems.,Cultivate and maintain relationships with partners to work as one RBC team.,Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
Must-have:,Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment.,Drive and self-motivation, as well as excellent communication skills and emotional intelligence.,Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).,Personal flexibility to work flex hours.,Eagerness to learn and determination to succeed.,Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.,Nice-to-have:,Track record in building rapport and maintaining client relationships within the financial, service or retail industry.,Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course).
Professional Accreditation (Mutual Funds accreditation or willingness to obtain)
25 hours/week
Must be willing to offer and maintain mobility between listed branch locations.
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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