Client Advisor
Role Overview
Client Advisor in RBC's Personal and Commercial Banking platform.
The role supports everyday banking, helps clients achieve their goals, and contributes to client satisfaction and loyalty through advice, education, and referrals.
Key Skills for This Role
Full Job Posting
Role overview
Client Advisor in RBC's Personal and Commercial Banking platform.
The role supports everyday banking, helps clients achieve their goals, and contributes to client satisfaction and loyalty through advice, education, and referrals.
What you will do
- Engage clients in the branch and community to uncover banking needs, provide help and advice, and identify sales and referral opportunities.
- Educate clients and demonstrate technology to improve their experience, drive sales, and retain business.
- Respond to client-initiated contact and assist with financial transactions.
- Listen and engage clients to understand their individual needs.
- Take ownership of resolving and preventing client banking problems.
- Build and maintain partner relationships to support business opportunities and referrals.
Must-have qualifications
- Demonstrated commitment to putting clients first 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.
- Availability to work all business hours.
Nice-to-have qualifications
- Track record building rapport and maintaining client relationships in financial or service industries.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
Work arrangement
- The role is associated with the Langley branch address; the posting specifies 37.5 work hours per week.
- Employment type is full time and the job type is regular.
Development and rewards
- The posting describes compensation, bonuses, flexible benefits, career advancement, sales training, coaching, and development opportunities.
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