Part Time Client Advisor
Role Overview
Supports clients with everyday banking and helps deliver memorable client experiences.
Works with RBC partners and uses digital banking education and specialist referrals to support client goals.
Key Skills for This Role
Full Job Posting
Role overview
Supports clients with everyday banking and helps deliver memorable client experiences.
Works with RBC partners and uses digital banking education and specialist referrals to support client goals.
Responsibilities
- Engage clients in the branch and community to identify needs, provide advice, and uncover sales and referral opportunities.
- Educate clients and demonstrate technology to improve their experience, drive sales, and retain business.
- Assist with client-initiated financial transactions.
- Listen to clients, understand their needs, and resolve or prevent banking problems.
- Maintain partner relationships to develop business opportunities and referrals.
Must-have qualifications
- Client-first approach and success in a hands-on, target-driven sales environment.
- Problem-solving, people skills, relationship-building ability, and proactive client engagement.
- 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.
Preferred qualifications
- Experience building rapport and maintaining client relationships in financial or service industries is preferred.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course, is preferred.
Benefits and development
- Total Rewards Program includes compensation, bonuses, and flexible benefits.
- Career advancement, sales training, coaching, and development opportunities.
- Support from a collaborative team with tools and training.
Work schedule
- Part-time role with 18.75 work hours per week.
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