Client Advisor

Role overview

Responsibilities

• Engage clients in the branch and community to identify banking needs, provide help and advice, and uncover sales and referral opportunities.
• Educate clients and demonstrate technology to improve client experience, drive sales, and retain business.
• Respond to client-initiated contact and assist with a full range of financial transactions.
• Listen and engage in conversation to understand each client's individual needs.
• Take ownership of resolving and preventing client banking problems.
• Build and maintain partner relationships to develop business opportunities and referrals.

Must-have qualifications

• Demonstrated client-first approach 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 motivation to succeed.
• Digital literacy across smartphones, tablets, laptops, and other devices.
• Must be available to work all business hours.

Preferred qualifications

• Experience building rapport and maintaining client relationships in financial or service industries is preferred.
• Mutual Funds accreditation, including Investment Funds in Canada or the Canadian Securities Course, is an asset.

Rewards and development

• RBC describes a total rewards program with compensation, bonuses, and flexible benefits.
• Career advancement, sales training, coaching, and development opportunities are offered.
• The role includes support from a collaborative team and access to tools and training.