Client Advisor

Client Advisor

Job Overview

Location
Montreal, Quebec
Job Type
Full Time Job
Job ID
99144
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
329

Job Description

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 thrive in a target based performance environment, 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 sales and referral opportunities
  • 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

  • Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment
  • 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
  • Bilingualism required: French & English

Nice-to-have

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

Job ID: 99144

Similar Jobs

Puma

Full Time Job

Client advisor Client advisor

YOUR MISSIONThis role is responsible for Sales and Inventories, Product Margins ...

Full Time Job

Beam Suntory

Full Time Job

Client advisor Client advisor

What makes this a great opportunity?The successful candidate in this position wi...

Full Time Job

Puma

Full Time Job

Client advisor Client advisor

ResponsibilitiesTrack, manage and validate new system/process implementationSupp...

Full Time Job

Cigna

Full Time Job

Client advisor Client advisor

The job profile for this position is Financial Analysis Advisor, which is a Band...

Full Time Job

Cookies

This website uses cookies to ensure you get the best experience on our website.

Accept