Client Advisor

1 month ago

Courtenay, Canada Royal Bank of Canada Full time

**Job Summary**

This opportunity is for the Comox Valley Community of Branches including Campbell River

**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 clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to 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**
- Demonstrated passion for putting clients first, as well as 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 (i.e., smartphones, tablets, laptops, etc.)
- Must be able to work all business hours

**Nice-to-have**
- Track record in building rapport and maintaining client relationships within the financial or service industry
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

**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
- RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager_.

**Job Skills**

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

**Additional Job Details**

**Address**:
1290 SHOPPERS ROW:CAMPBELL RIVER

**City**:
CAMPBELL RIVER

**Country**:
Canada

**Work hours/week**:
0

**Employment Type**:
**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-03-13

**Application Deadline**:
2024-03-27

**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.

  • Financial Advisor

    1 week ago

    Courtenay, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor/Financial Advisor Intern, 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...

  • Road Advisor, Auto Insurance

    4 weeks ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEW Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow in

  • Pia Client Service Associate

    1 week ago

    Courtenay, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment Advice** offers...

  • Road Advisor, Auto Insurance

    3 weeks ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEW Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    3 weeks ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    3 weeks ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEW Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this...

  • Road Advisor, Auto Insurance

    3 weeks ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEW Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    3 weeks ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    7 days ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    20 hours ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Advisor, Auto Insurance

    4 weeks ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEW: At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our clients love. We're dedicated to providing exceptional experiences that foster lasting relationships. As an Auto Insurance Advisor, you'll join a dynamic team of insurance profess

  • Road Advisor, Auto Insurance

    1 month ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    1 week ago

    courtenay, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    1 week ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEW Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    1 month ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    1 month ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEW Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    1 month ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Road Advisor, Auto Insurance

    1 week ago

    Courtenay, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Disability Advisor

    1 week ago

    Courtenay, BC, Canada Waypoint Full time

    POSITION OVERVIEWWaypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. Provide support to clients in the claims process.· REQUIREMENTS:· Level-1 Insurance Broker License.· At least 1 year of...

  • Disability Advisor

    3 weeks ago

    Courtenay, BC, Canada Waypoint Full time

    POSITION OVERVIEW Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Advisor, you will play a vital role in servicing client insurance needs by visiting them at dealerships. Provide support to clients in the claims process. · Level-1 Insurance Broker License. · At least 1 year of previous...