Client Advisor
Role Overview
Serve as an RBC Ambassador inside a branch, putting clients first and finding solutions for individual needs.
Support new client acquisition and deepen existing relationships; the role can lead to future Account Manager or Banking Advisor opportunities.
Key Skills for This Role
Full Job Posting
Opportunity
Serve as an RBC Ambassador inside a branch, putting clients first and finding solutions for individual needs.
Support new client acquisition and deepen existing relationships; the role can lead to future Account Manager or Banking Advisor opportunities.
What you will do
- Engage branch clients and complete transactions while identifying opportunities for advice, solutions, digital enablement, and partner introductions.
- Educate clients about technology and digital capabilities to improve their experience and retain business.
- Identify additional advice opportunities, connect clients with RBC partners, or fulfill solutions directly.
- Resolve and prevent client banking problems.
- Maintain relationships with partners and collaborate as one RBC team.
- Follow compliance routines and controls while completing transactions.
Must-have qualifications
- Goal-oriented and passionate about putting clients first.
- Self-motivated, with strong communication skills and emotional intelligence.
- Digitally literate across smartphones, tablets, laptops, and other devices.
- Flexible to work variable hours.
- Eager to learn and determined to succeed.
- Confident learning financial concepts and willing to obtain the Investment Funds in Canada or Canadian Securities Course.
Nice-to-have
- Experience building rapport and maintaining client relationships in financial, service, or retail settings.
- Mutual Funds accreditation.
What RBC offers
- Comprehensive total rewards program with bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
- Training in financial services and career development opportunities.
- Coaching and development support from leaders.
- Collaborative and high-performing team environment.
Work details
- Part-time position with 32 work hours per week.
- The description calls for flexibility to work flexible hours.
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