Rbc
Financial Services
ClientAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
Proactively take ownership of resolving and preventing client banking problems
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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