Rbc

Financial Services

ClientAdvisor

Burlington, Ontario, Canada PART TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Advisor at Rbc. Skills: Client Centricity, Advice Based Solutions, Client Discovery. Engage with clients in the branch. Deliver an outstanding service experience”

What You'll Achieve.

Drive business by supporting new client acquisition; Drive business by deepening existing relationships; Deliver exceptional customer service; Help clients embrace our digital capabilities; Contribute to team results

Industry & Context.

Financial Services
Problems you'll solve

Proactively take ownership of resolving and preventing client banking problems

Eligibility Requirements

Personal flexibility to work flex hours

What They're Looking For.

Must Have

Goal-oriented individual, Drive and self-motivation, Excellent communication skills, Emotional intelligence, Digital literacy across a broad range of devices, Personal flexibility to work flex hours, Eagerness to learn, Determination to succeed, Confidence and ability to learn financial concepts, Willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice to Have

Track record in building rapport and maintaining client relationships within the financial, service or retail industry, Mutual Funds accreditation

What You'll Do.

Engage with clients in the branch

Deliver an outstanding service experience

Complete transactions

Identify opportunities for advice

Identify opportunities for solutions

Identify opportunities for digital enablement

Identify opportunities for partner introductions

Educate and demonstrate technology

Leverage technology to deliver a memorable client experience

Contribute to team results

Listen for opportunities

Spot opportunities to offer additional advice

Introduce clients to RBC partners

Fulfill client solutions

Take ownership of resolving client banking problems

Prevent client banking problems

Cultivate relationships with partners

Maintain relationships with partners

Adhere to compliance routines

Adhere to compliance processes

Adhere to compliance controls

Protect client interests

Protect shareholder interests

Complete transactions

How You'll Work.

Team & Collaboration

Cultivate and maintain relationships with partners to work as one RBC team

Communication Scope

Excellent communication skills

Full Job Description

**_Job Description_** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor. **What will you do?** * Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions * 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 **What do you need to succeed?** **Must-have** * Goal-oriented individual with a demonstrated passion for putting clients first. * 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 * Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course **Nice-to-have** * Track record in building rapp

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