Client Advisor
Role Overview
The Client Advisor serves as an RBC ambassador in a branch, putting clients first and finding solutions to individual needs.
The role supports new client acquisition and deeper existing relationships, with potential career development toward Account Manager or Banking Advisor roles.
Key Skills for This Role
Full Job Posting
Role overview
The Client Advisor serves as an RBC ambassador in a branch, putting clients first and finding solutions to individual needs.
The role supports new client acquisition and deeper existing relationships, with potential career development toward Account Manager or Banking Advisor roles.
Responsibilities
- Engage branch clients and deliver service through transactions, advice opportunities, digital enablement, and partner introductions.
- Educate and demonstrate digital capabilities to improve client experience, deliver solutions, and retain business.
- Identify opportunities for advice, partner introductions, or directly fulfilling client needs.
- Resolve and prevent client banking problems.
- Maintain partner relationships and collaborate across RBC.
- Follow compliance routines, processes, and controls to manage risk while completing transactions.
Must-have qualifications
- Goal-oriented, client-focused, driven, and self-motivated.
- Excellent communication skills and emotional intelligence.
- Digital literacy across devices such as smartphones, tablets, and laptops.
- Flexibility to work varied hours and eagerness to learn.
- Confidence in learning financial concepts and willingness to obtain the Investment Funds in Canada or Canadian Securities Course.
Nice-to-have qualifications
- Experience building rapport and maintaining client relationships in financial, service, or retail industries.
- Mutual Funds accreditation.
Workplace
- The role involves serving clients inside an RBC branch.
Work schedule
- The stated work week is 32 hours.
Benefits and development
- The posting mentions a financial services training program, career development, coaching, and access to roles across businesses and geographies.
- The posting describes a Total Rewards Program with bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
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