Client Advisor engaging with clients for banking services at RBC branches. Focusing on client education and relationship building to enhance satisfaction and loyalty.
About the role
- Securities advisor developing and maintaining business relationships with clients. Selling securities products and services while analyzing client needs and proposing solutions.
Responsibilities
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Collect, compile and analyze data. Prepare reports and recommendations
- Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
Requirements
- General college diploma in a related field
- A minimum of three years of relevant experience
- Knowledge of French is required
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
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Not specified
Degree requirement
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