Client Advisor
On-siteUxbridge, Ontario, Canada
EXPIREDUxbridge, Ontario, CanadaOn-siteFull TimeSenior LevelSmall
Full TimeSenior LevelSmall
Job Summary
Proactively engage with clients in all areas of the branch and community to uncover banking needs, provide advice, and identify sales or referral opportunities. Demonstrate digital banking tools, assist with full-range financial transactions, and actively listen to understand individual client needs. Take ownership of resolving and preventing banking problems while cultivating relationships with partners to maximize business opportunities. Respond to client-initiated contact and collaborate with RBC partners to help clients achieve their goals. Work 37.5 hours weekly in a full-time, salaried role at Uxbridge, Ontario.
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
- Proactive connection 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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