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Banking Advisor

2 months ago

Hamilton, Ontario, Canada Royal Bank of Canada Full time
Job Description

Opportunity Overview

This exciting role calls on your expertise in client-focused advice and problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs.

As an RBC ambassador, you will 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.

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, 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.)
What's in it for you?
  • 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