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Banking Advisor
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Banking Advisor
1 month ago
What is the Opportunity?
This exciting role requires a client-focused sales expert with strong problem-solving skills to maximize each client interaction. As an RBC ambassador, you will 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, and identifying sales and referral opportunities.
- Foster 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).
- 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.).
- Fluency in both French and English to serve RBC's French and English-speaking customers in this market.
What are the Advantages for You?
We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.
Job Skills:
- Advice Based Solutions
- Client Centricity
- Client Discovery
- Communication
- Critical Thinking
- Curiosity
- Data Analysis
- Digital Literacy
