Banking and Financial Services Advisor
3 weeks ago
Job Summary
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, credit, and investment needs. As a Royal Bank of Canada ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.
Key Responsibilities
- 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.
Requirements
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course).
- 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.).
- 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.
- Opportunity to achieve great success and grow your career with RBC.
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