Current jobs related to Financial Security Advisor, Client Care - Greater Sudbury Grand Sudbury - Royal Bank of Canada

  • Financial Advisor

    1 month ago

    Greater Sudbury / Grand Sudbury, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Financial Advisor

    4 weeks ago

    GREATER SUDBURY / GRAND SUDBURY, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

  • Financial Advisor

    1 month ago

    Sudbury, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

  • Financial Advisor

    4 weeks ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Job Title: RBC Financial Advisor About the Role: As a Financial Advisor at RBC, you will play a key role in building and maintaining relationships with high-value clients, providing expert advice and guidance to help them achieve their financial goals. You will be responsible for delivering exceptional client experiences, leveraging your knowledge and...

  • Financial Advisor

    3 weeks ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Job Title: RBC Financial AdvisorAbout the Role:As a Financial Advisor at RBC, you will play a key role in building and maintaining relationships with high-value clients, providing expert advice and guidance to help them achieve their financial goals. You will be responsible for delivering exceptional client experiences, leveraging your knowledge and...

  • Client Advisor

    3 weeks ago

    Greater Sudbury / Grand Sudbury, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Client Advisor

    1 month ago

    Greater Sudbury / Grand Sudbury, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Financial Advisor

    4 days ago

    Sudbury, Ontario, Canada the Ladders Full time

    Corporate Employed Advisor OpportunityWe are seeking a skilled and motivated Financial Advisor to join our team in Ontario Northeast. As a Corporate Employed Advisor, you will have the opportunity to work with a variety of clients and help them achieve their financial goals.Key Responsibilities:Provide financial planning and investment advice to...

  • Financial Advisor

    4 days ago

    Sudbury, Ontario, Canada the Ladders Full time

    Corporate Employed Advisor OpportunityWe are seeking a skilled and motivated Financial Advisor to join our team in Ontario Northeast. As a Corporate Employed Advisor, you will have the opportunity to work with a variety of clients and help them achieve their financial goals.Key Responsibilities:Provide financial planning and investment advice to...

  • Financial Advisor

    1 month ago

    Sudbury, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

  • Client Advisor

    1 month ago

    GREATER SUDBURY / GRAND SUDBURY, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Client Advisor

    2 weeks ago

    GREATER SUDBURY / GRAND SUDBURY, Canada Royal Bank of Canada Part time

    Job SummaryWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Advisor for Corporate Clients – Ontario Northeast

    1 month ago

    Sudbury, Ontario, Canada IG Wealth Management Full time

    Position: Corporate Channel Financial Advisor Location: Ontario Northeast Referral Level: Level 2 IG Wealth Management is seeking dedicated professionals across Canada to enhance our team of Corporate Employed Advisors. Candidates must hold a Mutual Fund License or Securities License and are encouraged to explore this promising opportunity. Role Overview:...

  • Member Advisor

    3 months ago

    Greater Sudbury, Canada Sudbury Credit Union Full time

    **Member Advisor (Permanent, Full Time)** **Who are we?** Sudbury Credit Union was founded in 1951 with one simple value — **‘people helping people.’** This value has remained a constant throughout our history and resonates today as much as it did then. As a community-minded financial co-operative, Sudbury Credit Union is committed to the well-being...

  • Client Advisor

    2 weeks ago

    Sudbury, Ontario, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Client Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional client experiences and driving business growth. You will be responsible for building strong relationships with clients, understanding their financial needs, and providing tailored solutions to meet their goals. This is an exciting opportunity to...

  • Client Advisor

    2 weeks ago

    Sudbury, Ontario, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Client Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional client experiences and driving business growth. You will be responsible for building strong relationships with clients, understanding their financial needs, and providing tailored solutions to meet their goals. This is an exciting opportunity to...

  • Senior Financial Advisor

    3 weeks ago

    Sudbury, Ontario, Canada Scotiabank Full time

    About the RoleJob SummaryWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship...

  • Senior Financial Advisor

    3 weeks ago

    Sudbury, Ontario, Canada Scotiabank Full time

    About the RoleJob SummaryWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship...

  • Member Advisor

    3 months ago

    Greater Sudbury, Canada Sudbury Credit Union Full time

    Salary: TBD **Member Advisor (Permanent, Full Time)** **Who are we?** Sudbury Credit Union was founded in 1951 with one simple value — **‘people helping people.'** This value has remained a constant throughout our history and resonates today as much as it did then. As a community-minded financial co-operative, Sudbury Credit Union is committed to the...

  • Senior Financial Advisor

    2 weeks ago

    Sudbury, Ontario, Canada Scotiabank Full time

    {"title": "Senior Financial Advisor Role", "description": "At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and...

Financial Security Advisor, Client Care

3 months ago

Greater Sudbury Grand Sudbury, Canada Royal Bank of Canada Full time

**Job Summary**
- Remote work available in the following provinces: Quebec, Ontario and New Brunswick._

As a **Bilingual Licensed Financial Security Advisor, Client Care** - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and delivering a superior client experience by demonstrating effective root cause analysis. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provide advice and service solutions where appropriate.

**What will you do?**
- Provide a superior client experience, act as a “trusted advisor” in client conversations using effective client discovery, provide relevant insurance advice and solutions based on client need.
- Handle complex escalations for supported business areas and provides in the moment coaching to mitigate future problems and build employee capabilities.
- Identify root causes and recommend solutions to prevent similar issues from occurring in the future and increase problem resolutions at the first point of contact
- Partner with leaders to build leader, team and employee capabilities for problem resolution, product and underwriting knowledge.
- Create customized skill builds on complaint handling to address top issues and learning gaps for supported business areas.
- Leverage tools and resources to support advice driven discussions, maintains data integrity, documenting all relevant client services contacts and results and prepare and submit final decision letters to client as appropriate.
- Contribute to the achievement of the RBC Insurance overall client survey results focusing on call quality to differentiate the client experience where it matters most to the client.

**What do you need to succeed?**

**Must-have**
- Requires fluency in French and English to serve our clients in the community with English speaking needs
- Valid Insurance of persons license (LLQP)
- Experience in Life Insurance
- 3+ years’ experience in customer service
- Proven problem resolution competencies and strong oral & written communication skills
- Flexibility to work Monday - Friday between 8:00AM - 8:00PM

**Nice-to-have**
- Call centre experience

**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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Work in a dynamic, collaborative, progressive, and high-performing team
- Management that supports your work and progression
- Access to a variety of job opportunities across businesses and geographies
- RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager_.

**Job Skills**

Conflict Management, Customer Interactions, Customer Service, Customer Service Administration, Customer Service Management, Inbound Logistics, Oral Communications, Problem Management, Product Services, Telephone-Based Customer Servicing

**Additional Job Details**

**Address**:
1 PLACE VILLE MARIE:MONTRÉAL

**City**:
MONTRÉAL

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
INSURANCE

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-04-04

**Application Deadline**:
2024-04-24

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

**Join our Talent Community**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.