Client Advisor
On-site · Burlington, Ontario, Canada
Job Summary
Client Advisor in RBC branch focusing on client-first service and solution recommendations. Responsibilities include proactively engaging clients, completing transactions, identifying opportunities for advice, showcasing digital capabilities, and introducing clients to RBC partners. Build relationships, educate clients on solutions, and maintain compliance by following routines and controls. Opportunities to progress toward an Account Manager/Banking Advisor role with a comprehensive rewards program and career development within RBC.
Required Qualifications
- Must-have: Goal-oriented with a passion for putting clients first
- Must-have: Drive and self-motivation
- Must-have: Excellent communication skills and emotional intelligence
- Must-have: Digital literacy across devices (smartphones, tablets, laptops)
- Must-have: Personal flexibility to work flex hours
- Must-have: Eagerness to learn and determination to succeed
- Must-have: Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Desired Qualifications
- Goal-oriented
- Excellent communication skills
- Emotional intelligence
- Digital literacy across devices
- Willingness to obtain Investment Funds in Canada or the Canadian Securities Course
- Mutual Funds accreditation (nice-to-have)
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