Financial Services Advisor

7 days ago


Richmond, British Columbia, Canada Royal Bank of Canada Full time
Job Description

As a Financial Services Advisor, you will be responsible for delivering an exceptional client experience. You will work closely with clients to understand their needs, using Discovery Experiences to deliver more holistic advice, and being an expert at digitally enabling clients.

Your primary responsibilities will include delivering an exceptional client experience, educating and enabling clients, and encouraging them to interact with RBC in their channel of choice. You will also be responsible for acquiring and deepening client relationships by delivering business growth, including new client acquisition and growing existing relationships.

Additionally, you will provide everyday banking, investments, and credit advice, maximize client interactions through In-the-Moment Advice, and fulfill simple needs while referring more complex needs to One RBC Partners.

You will contribute to a culture of collective team success and winning as a team, demonstrating flexibility, and helping in all branch zones as required. You will also champion inclusion, create conditions for uniqueness appreciation, and lead with a growth mindset.

Operational Effectiveness:

* Protect client information and resolve client concerns promptly
* Engage managers when necessary and maintain corporate memory
* Build a strong understanding of self-serve digital capabilities and expertise in digitally enabling clients
* Develop proficiency requirements and continue building skills to achieve future career goals

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