Client Advisor

RBC; Eastern Ontario; On-site; CAD 40,000 - 60,000; Part time

Job summary

A leading financial institution is seeking a client-focused sales representative in Eastern Ontario. You will engage with clients to uncover their banking needs, leveraging technology to enhance their experience. The ideal candidate has strong problem-solving skills and a passion for client service. This role offers competitive compensation, flexible benefits, and career advancement opportunities.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Career advancement opportunities

World-class sales training

Qualifications

• Demonstrated passion for putting clients first.
• Success in a hands-on, target-driven sales environment.
• Ability to build strong relationships with clients.

Responsibilities

• Proactively engage with clients and uncover banking needs.
• Educate clients and demonstrate technology for banking.
• Resolve and prevent client banking problems.

Skills

Client-focused sales expertise

Problem-solving skills

Digital literacy

Flexibility

Relationship building

Job description

This posting is for candidates to express interest in part time or full time opportunities, for current and future needs. Candidate must be able to travel from Prescott to Iroquois.

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• 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

What do you need to succeed?

Must-have

• 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

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry
• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

What’s in it for you?

• 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

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.