Banking Advisor

3 weeks ago


Ottawa, Ontario, Canada RBC - Royal Bank Full time
Be a client-focused sales expert and problem-solver in a unique role that maximizes client interactions. Help clients with everyday banking, credit, and investment needs, adding value in moments that matter. Collaborate with partners to drive client satisfaction and loyalty. Proactively engage with clients, focus on education and demonstration, and resolve client banking problems. Cultivate relationships with partners to make the most of business opportunities. Must have mutual funds accreditation, a passion for putting clients first, problem-solving skills, and digital literacy. Nice-to-have includes a track record in building rapport and maintaining client relationships. What's in it for you? A comprehensive Total Rewards Program, continued opportunities for career advancement, world-class sales training, and support from a dynamic team. Opportunities to achieve great success and grow your career with RBC. Key Responsibilities:
  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
Requirements:
  • Mutual Funds accreditation
  • Passion for 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 a hunger for success
  • Digital literacy across a broad range of devices
  • Availability to work all open business hours
What We Offer:
  • A comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high-performing team, as well as world-class tools and training
  • Opportunities to achieve great success and grow your career with RBC

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