Rbc
Personal & Commercial Banking
ClientAdvisor
“Client Advisor at Rbc. Skills: Client-focused sales, Problem-solving, Client interaction. Engage with clients in branch and community. Uncover banking needs”
What You'll Achieve.
Maximize each client interaction; Help clients achieve their goals; Create meaningful and memorable client experiences; Drive client satisfaction and loyalty; Retain business; Achieve great success and grow career
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
Demonstrated passion for putting clients first, Success in a hands-on, target-driven sales environment, Problem-solving and people skills, Ability to build relationships, Proactively connect with clients, Flexibility, Eagerness to learn, Personal ethics, Hunger for success, Digital literacy across a broad range of devices, Must be able to work all business hours
Nice to Have
Track record in building rapport and maintaining client relationships within the financial or service industry, Mutual Funds accreditation (i. e. , Investment Funds in Canada or the Canadian Securities Course)
What You'll Do.
Engage with clients in branch and community
Uncover banking needs
Provide help and advice
Identify sales and referral opportunities
Focus on client education and demonstration
Leverage technology to deliver client experience
Respond to client-initiated contact
Assist with financial transactions
Listen and engage clients
Understand individual needs
Resolve and prevent client banking problems
Cultivate and maintain relationships with partners
How You'll Work.
Team & Collaboration
Collaborate with RBC partners; Cultivate and maintain relationships with partners
Communication Scope
Communication
Applying for this Client Advisor role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Rbc?
Real rants from real employees. Read before you apply.