What is the opportunity?

The Invest-by-phone Advisor within the Advice Centre is responsible for providing professional, attentive and accurate advice when responding to inbound or Onebound calls from our clients regarding all investment-related inquiries. You will be providing a superior experience through engaging clients in conversations, using active listening skills and effective probing questions to identify & understand our clients’ immediate and future investment needs as well as their short and long-term financial goals. With client experience in mind, you will provide tailored financial advice, digital education and suggest products and services to meet the needs of a diverse client base. This is a full-time and shift oriented role with an opportunity to potentially work from home.

What will you do?

• Identify needs short and long-term needs, offering value-added advice, and taking accountability for the resolution of customer concerns.
• Respond to inquiries from our clients, delivering financial advice designed to satisfy clients’ total financial services needs and build long-term relationships.
• Provide an exceptional degree of customer care at all times, ensuring clients receive the optimal service at a level that meets their needs, either personally or by referring them to the appropriate sales partner.
• Take ownership for all investment-related inquiries, including Guaranteed Investment Certificates (GICs) and mutual funds.
• Be Available to work shift hours from Monday to Friday 8:00 AM to 9:00 PM EST; Saturday: 9:30 AM to 6:30 PM EST
• Proactively and diligently enable clients to digitally self-serve and buy.

What do you need to succeed?

• Take ownership of & enjoy delivering a positive client experience in each client conversation.
• Team player, driven to ensure that the whole RBC team is successful in meeting client needs.
• Retain knowledge about the features and benefits of a wide range of products and services and convey the information to clients.

Must-Have:

• Ability to work independently, flexible to work remotely or hybrid, with proven time management, organizational and problem solving skills
• Must be able to meet with the technological requirements for the role (i.e. private and quiet space, Internet connectivity) and must live within maximum 1 hour commuting distance from one of the Advice Centres or Hubs
• Investment Funds of Canada (IFIC)completed and still valid or in the process of obtaining it by training start date
• Customer Service experience and strong sales orientation with a passion for fulfilling on client needs.
• Information seeking skills; the ability to probe, find out more and improve your understanding of a client’s situation or issue.
• Strong communication skills in English, Bilingualism an asset

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.

• RBC offers a Total Rewards program including competitive salary.
• Opportunities for performance bonuses based on performance thresholds along with an array of flexible benefit, work/life and career development programs, long term investment and retirement savings plans.
• Training and development is provided to give employees access to the latest client service tools.
• Use RBC’s shift scheduling system to indicate shift and vacation preferences, and trade shifts with other team members.