Financial Services Representative

4 weeks ago

Inverness County, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Client Advisor. As a Client Advisor, you will play a key role in providing exceptional customer service and financial advice to our clients.

Key Responsibilities
  • Deliver exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch.
  • Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact.
  • Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfill client solutions.
  • Understand and resolve client concerns, where possible, at first point of contact.
  • Educate and assist clients with using RBC digital capabilities.
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
Requirements
  • Proven customer service skills, preferably in the financial or service industry.
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence.
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).
  • Personal flexibility to work flexible hours.
  • Eagerness to learn and determination to succeed.
What We Offer
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • A world-class training program in financial services.
  • Excellent career development and access to a variety of job opportunities across business and geographies.
  • Leaders who support your development through coaching and managing opportunities.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
Job Skills
  • Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

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