RBC Home Advisor guiding clients through the home buying process with tailored support. Leveraging credit knowledge and technology to enhance client satisfaction and loyalty.
Responsibilities
Provide professional credit advice to assist while navigating the multiple stages of the home buying journey, which begins with contacting leads generated through online home journey tools such as True Home Affordability
Provide professional advice and education with an ability to address complex credit including leveraging existing home equity, switch ins and all RBC mortgage programs
Support full end to end mortgage fulfillment leveraging Casper and Linx
Establish a regular contact strategy and diligently update systems that enable the relationship
Deepen client relationships by guiding the client through the stages of the home buying journey: awareness, research, validation of home equity financing options and making a decision to proceed with a mortgage application
Use new and innovative tools such as video-enabled capabilities, screen share and advisor/client dashboards to enhance the client experience and relationship
Develop strong partner relationships to support mortgage referrals and application fulfillment
Fuel broader growth through opportunity spotting and warm introductions to RBC partners
Keep up to date on relevant RBC policies and procedures and ensure that due diligence is exercised accordingly
Requirements
Must have 2-3 years proven experience in the financial services industry, ability to provide complex credit advice including mortgage fulfillment
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
A change and agile mindset, consistently delivering an exceptional client experience
Strong interpersonal skills that build trust, drive loyalty and proactively seek to nurture and develop client relationships
Excellent communication skills, time management, and prioritization and organizational skill
Digital literacy across a broad range of devices (i.e. smartphones, tablets, laptops, etc.)
Flexibility to provide advice and service during evenings and weekends
Ability to work independently as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills
Must be able to meet with the technological and confidentiality requirements of the role (i.e. private and quiet space, Internet connectivity, etc.)
Nice to have Previous relationships management experience within the financial or service industry
Desire to build exceptional client experiences across multiple channels (i.e. phone, chat, email, etc.)
Benefits
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
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