The Client Advisor role at RBC focuses on leveraging client-focused sales expertise and problem-solving skills to enhance client interactions. Responsibilities include assisting clients with everyday banking, promoting digital banking solutions, identifying sales and referral opportunities, and collaborating with RBC partners to help clients achieve their financial goals. The position emphasizes creating meaningful client experiences to drive satisfaction and loyalty.
Proactively engage with clients in all areas of the branch and community to uncover banking needs and identify sales/referral opportunities.,Focus on client education and digital banking demonstrations.,Respond to client-initiated contact, assisting with a full range of financial transactions.,Actively listen to understand individual client needs.,Proactively resolve and prevent client banking problems.,Cultivate and maintain relationships with partners for business opportunities and referrals.,Must be able to work all business hours.
Demonstrated passion for putting clients first.,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.).,Track record in building rapport and maintaining client relationships within the financial or service industry (Nice-to-have).,Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) (Nice-to-have).
37.5 hours/week
Requires mobility between branches from Langford to Victoria.
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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