Banking Advisor
3 weeks ago
**Come Work with Us**
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
**Job Title**
Banking Advisor
**What is the opportunity?**
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client satisfaction and loyalty.
**What will you do?**
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as 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
**What do you need to succeed?**
**Must-have**
- Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Goal-oriented individual with a demonstrated passion for putting clients first.
- 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 drive to succeed
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
**Nice-to-have**
- Track record in building rapport and maintaining client relationships within the financial or service industry
**What’s in it for you?**
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- 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
- Opportunity to achieve great success and grow your career with RBC
**Externe: Directeur de comptes et représentant du service clientèle stagiaire**
**Intern: Conseiller en services bancaires stagiaire**
**En quoi consiste l’occasion d’emploi ?**
Ce poste unique fait appel à votre expertise de vente orientée client et à votre sens inné de la résolution de problèmes en vue d’optimiser chaque intéraction avec le client. Plus précisément, vous aidez les clients en répondant à leurs besoins en matière de services bancaires courants, de crédit et de placements. À titre d’ambassadeur RBC, vous créez de la valeur aux moments qui comptent le plus pour les clients et collaborez avec des partenaires à RBC afin d’aider les clients à atteindre leurs objectifs. Que vous montriez à un client comment utiliser les services bancaires numériques, que vous procédiez à l’intégration d’un nouveau client ou que vous recommandiez une occasion d’opération complexe à un spécialiste, vous contribuerez, par votre savoir-faire, à la prestation d’une expérience client positive et mémorable qui favorisera la satisfaction et la fidélisation de la clientèle.
**Quelles seront vos tâches ?**
- Prendre l’initiative d’échanger avec les clients dans tous les secteurs de la succursale et dans la collectivité en vue de découvrir leurs besoins bancaires, de leur offrir de l’aide et des conseils, et de repérer les occasions de ventes et de recommandations
- Renseigner les clients, notamment au moyen de démonstrations, et tirer parti de la technologie afin d’offrir une expérience client mémorable, de stimuler les ventes e
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