Description
The Client Advisor role at RBC focuses on leveraging client-focused sales expertise and problem-solving skills to enhance client interactions. The position involves helping clients with everyday banking needs, demonstrating digital banking tools, onboarding new clients, and referring complex opportunities to specialists. The goal is to create meaningful client experiences to drive satisfaction and loyalty by adding value in crucial moments and collaborating with RBC partners to help clients achieve their financial goals.
What We're Looking For
Proactively engage with clients in all areas of the branch and community to uncover banking needs, provide advice, and identify sales and referral opportunities.,Focus on client education and demonstration, utilizing technology to deliver a memorable client experience, drive sales, and retain business.,Respond to client-initiated contact, assisting with a full range of financial transactions.,Actively listen and engage clients in conversation to understand individual needs.,Proactively take ownership of resolving and preventing client banking problems.,Cultivate and maintain relationships with partners for business opportunities and referrals.,Demonstrated passion for putting clients first and 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 (smartphones, tablets, laptops, etc.).,Must be able to work all business hours.
Ideal Candidate
Track record in building rapport and maintaining client relationships within the financial or service industry.,Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be able to work all business hours, Willingness to engage with clients in branch and community.
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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