Job Summary
What is the opportunity?
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.
Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.
Whether you're demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.
Job Description
What will you do?
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
What do you need to succeed?
Must-have
- Mutual Funds accreditation, or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course)
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.)
Nice-to-have
Track record in building rapport and maintaining client relationships within the financial or service industry
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
Opportunity to achieve great success and grow your career with RBC
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Banking Advisor
Specifically, you help clients with their everyday banking, credit, and investment needs. Whether you're demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memor...
Banking Advisor
This is an opportunity for candidates to express their interest in current and future Banking Advisor positions in the following locations; Kemptville, Winchester, Prescott and Iroquois. This unique position calls on your client-focused advice expertise and natural problem-solving skills tomaximize ...
accountant
Relocation costs covered by employer.Private company, corporation or industry.Computer and technology knowledge.Are you available for the advertised start date?.Are you currently legally able to work in Canada?.Are you willing to relocate for this position?.Do you have previous experience in this fi...
Financial Analyst
Stratus Financial is a distinguished financial services institution established in 2020 by a group of FAA Certificated Flight and Ground Instructors, leveraging profound expertise in the aviation and private lending sector. Analyze financial data and build complex financial forecasts with accuracy. ...
Financial Planner
We are currently looking for an experienced Financial Planner to join our team of cross border professionals as a Cross Border Financial Planner. The firm is a leader in developing cross border financial plans to help Canadians moving to the U. This unique opportunity offers the successful candidate...
Academic Administrative Assistant
ADMINISTRATIVE ASSISTANTThe Administrative Assistant provides support for the Academic Administration Team, including the Heads of our Junior, Middle and Senior Schools, the Director of Student Life and the Vice Principal. POSITION RESPONSIBILITIES Support logistical arrangements and provide adminis...
Workday Financials Systems Analyst
Either a background as a Workday financial Support/Systems Analyst, or one as an Accountant/Finance role with working knowledge of Workday Financials is highly desired!. Workday Systems Analyst – Finance. We’re working with a global powerhouse of a company, who are looking for a proficient Workday S...
Merrill Financial Solutions Advisor - Orange County Inland Empire Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
LLQP Licensed Life Insurance Sales Advisor
We are currently looking for a highly skilled, driven, and enthusiastic Full-Time Life Insurance Sales Advisor to join our growing Canadian team! As a Life Insurance Sales Advisor, you will play a pivotal role in helping individuals and families make informed decisions about their financial security...
Personal Banking Associate
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. R...