Client Advisor

RBC

Town of Woodstock

Vor Ort

CAD 16.000 - 32.000

Teilzeit

Vor 4 Tagen
Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

Total Rewards Program
Career advancement opportunities
World-class sales training

Zusammenfassung

RBC in Woodstock, NB, is looking for a part-time Banking Advisor to engage with clients in-branch and the community, focusing on needs discovery, digital banking demonstrations, onboarding, and referrals to specialists. You will deliver memorable service and drive client satisfaction.

The role emphasizes relationship building, education, and using technology to enhance the client experience, with opportunities for growth and sales training.

Qualifikationen

  • Demonstrated passion for putting clients first and success in a target-driven sales environment.
  • Strong problem-solving and people skills with the ability to proactively connect with clients.
  • Flexibility, eagerness to learn, strong ethics, and a hunger for success.
  • Digital literacy across devices ( smartphones, tablets, laptops ).
  • Must be able to work all business hours.

Aufgaben

  • Proactively engage with clients in-branch and community to uncover needs and referral opportunities.
  • Focus on client education and use of technology to deliver memorable experiences and drive sales.
  • Respond to client-initiated contact and assist with a full range of financial transactions.
  • Actively listen to understand individual client needs and provide tailored solutions.
  • Proactively resolve client banking problems and maintain relationships with partners.
  • Cultivate and maintain relationships with partners to maximize business opportunities and referrals.

Kenntnisse

Client focus
Sales-oriented
Digital literacy
Communication
Problem solving
Relationship building

Jobbeschreibung

Job Description
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?

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.

  • 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
Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details
Address:

540 MAIN ST:WOODSTOCK

City:

Woodstock

Country:

Canada

Work hours/week:

15

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-27

Application Deadline:

2026-12-01

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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