Advisor onboarding associate coordinating advisor transitions, documentation, and system setup at Manulife, an international financial services provider. Supporting compliance, operations, and advisor experience improvements.
About the role
- Client Advisor helping clients with banking needs and enhancing their experiences at RBC. Engaging with clients, leveraging technology, and collaborating with RBC partners to achieve client goals.
Responsibilities
- 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
Requirements
- 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 (i.e., smartphones, tablets, laptops, etc.)
- Must be able to work all business hours
- Track record in building rapport and maintaining client relationships within the financial or service industry (Nice-to-have)
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) (Nice-to-have)
- Fluent in Mandarin, Cantonese, Russian, or Turkish (Nice-to-have)
Benefits
- 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
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