Client Advisor
Role Overview
Use client-focused sales expertise and problem-solving to support everyday banking and create positive client experiences.
Help clients achieve their goals while contributing to satisfaction, loyalty, sales, and business retention.
Key Skills for This Role
Full Job Posting
Role overview
Use client-focused sales expertise and problem-solving to support everyday banking and create positive client experiences.
Help clients achieve their goals while contributing to satisfaction, loyalty, sales, and business retention.
Responsibilities
- Engage with clients in the branch and community to uncover banking needs, provide advice, and identify sales and referral opportunities.
- Educate clients and demonstrate digital banking tools 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 individual client needs.
- Take ownership of resolving and preventing client banking problems.
- Build and maintain relationships with partners 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 connect proactively with clients.
- Flexibility, eagerness to learn, strong personal ethics, and motivation to succeed.
- Digital literacy across devices such as smartphones, tablets, and laptops.
- Must be able to work all business hours.
Nice-to-have qualifications
- Experience building rapport and maintaining client relationships in the financial or service industry.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
Rewards and development
- The employer lists competitive compensation, bonuses, flexible benefits, career advancement, sales training, coaching, and development opportunities.
- The role offers support from a collaborative team and opportunities to grow a career with RBC.
Work hours
- The listed work week is 37.5 hours.
- Candidates must be able to work all business hours.
Workplace
- The listed branch address is 19888 Willowbrook Drive, Langley, British Columbia, Canada.
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