Client Advisor

Job Overview

Location
Winnipeg, Manitoba
Job Type
Part Time Job
Job ID
111825
Date Posted
1 year ago
Recruiter
George Melissa
Job Views
85

Job Description

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Client Advisor

Job Description

What is the opportunity?

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities,, you can build a great career with us as a future Account Manager/Banking Advisor.

What will you do?

Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions

Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business

Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions

Proactively take ownership of resolving and preventing client banking problems

Cultivate and maintain relationships with partners to work as one RBC team

Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed?

Must-have

Goal-oriented individual with a demonstrated passion for putting clients first.

Drive and self-motivation, as well as excellent communication skills and 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 and determination to succeed

Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

Track record in building rapport and maintaining client relationships within the financial, service or retail industry

Mutual Funds accreditation

Job ID: 111825

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