Client Advisor
On-siteCarman, Manitoba, Canada
Job Summary
Proactively engage with clients in the branch to deliver outstanding service experiences by completing transactions and identifying opportunities for advice, solutions, digital enablement, and partner introductions. Focus on education and demonstration to leverage technology for a memorable client experience, while cultivating and maintaining relationships with partners to work as one RBC team. Take ownership of resolving and preventing client banking problems by adhering to compliance routines, processes, and controls to protect client and shareholder interests. Listen and spot opportunities to offer additional advice or personally fulfill client solutions to contribute to team results.
Required Qualifications
- Goal-oriented individual
- Demonstrated passion for putting clients first
- Drive and self-motivation
- Excellent communication skills
- Emotional intelligence
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Personal flexibility to work flex hours
- Eagerness to learn
- Determination to succeed
- Confidence and ability to learn financial concepts
- Willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Desired Qualifications
- Track record in building rapport and maintaining client relationships within the financial, service or retail industry
- Mutual Funds accreditation
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