Banking Advisor
Company | Royal Bank of Canada |
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Location | Toronto, ON, Canada |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) or willingness to obtain it within your training period
- A passion for hosting an exceptional client experience
- Curiosity, emotional intelligence and empathetic communication skills
- Flexibility, a self-motivated eagerness to learn and determination to succeed
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
Responsibilities
- Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
- Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
- Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice
- Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
- Provide professional advice and education with an ability to address credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
- Make good use of technology to connect with clients both virtually and face to face
- Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice
Preferred Qualifications
- Previous experience in building rapport and maintaining client relationships within the financial or service industry