Client Advisor
On-siteBridgewater, Nova Scotia, Canada
Job Summary
Proactively engage with clients in all areas of the branch and community to uncover banking needs, provide advice, and identify sales opportunities. Demonstrate digital banking tools and assist clients with full-range financial transactions while actively listening to understand individual needs. Take ownership of resolving and preventing client banking problems, and cultivate relationships with partners to facilitate referrals. Respond to client-initiated contact and collaborate with RBC partners to help clients achieve their goals. Work all business hours in a target-driven sales environment, leveraging technology to drive sales and retain business.
Required Qualifications
- Demonstrated passion for putting clients first
- Success in a hands-on, target-driven sales environment
- Problem-solving and people skills
- Ability to build strong relationships
- Proactively connect with clients
- Flexibility
- Eagerness to learn
- Strong personal ethics
- Hunger for success
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Must be able to work all business hours
Desired Qualifications
- Track record in building rapport and maintaining client relationships within the financial or service industry
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
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