Senior Client Advisor

3 weeks ago

Trinity, Canada Royal Bank of Canada Full time
Job Summary

As a Senior Client Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional client experiences and driving sales growth. You will lead and coach a team of sales professionals, focusing on sales enablement, digital education, and collaboration with RBC partners.

Key Responsibilities
  • Ensure high employee engagement through talent management, development, and career planning
  • Deliver results through strong sales management routines and coaching ability
  • Provide professional advice and education on complex credit and investment personal and business needs
  • Collaborate with market-leading professionals in financial planning, retirement planning, home equity finance specialists, and business banking experts to provide customized advice
  • Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience
  • Model and coach team members on client advice and education, problem resolution, and prevention at first point of contact, and advocate for digital enablement and multichannel usage
  • Partner with your manager to ensure operational effectiveness of the branch and maximize team performance
  • Address local community needs through appropriate recruitment and management practices
Requirements
  • Minimum of 2-3 years' experience in a relationship management role within the financial industry
  • Experience in a coaching/leadership role or acting as a mentor to service or sales professionals
  • Mutual Funds accreditation (IFIC or CSC) and at least 2 years of licensed mutual fund sales experience within the last 3 years
  • Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI or ability to write the exam within 4 months of start date
  • Demonstrated success delivering/coaching to provide advice to clients resulting in strong client relationships and superior sales results
What We Offer
  • A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits, and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • A world-class training program in financial services
  • A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded

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