Client-First Banking & Investment Advisor

Royal Bank of Canada; Town of Shelburne; Presencial; CAD 45 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Total rewards program

Career advancement

Sales training & coaching

Collaborative team & tools

Career growth with RBC

Resumo da oferta

Royal Bank of Canada in Shelburne, NS seeks a Client Advisor to help clients with everyday banking, credit, and investment needs. You will educate clients on digital banking, onboard new clients, and refer complex opportunities to specialists to build trust and meet goals.

The role emphasizes client-first service, problem-solving, and collaboration with RBC partners to grow loyalty and drive business in the local community.

Qualificações

• Mutual Funds accreditation (Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first and success in a target-driven sales environment
• Strong problem-solving and people skills; ability to build relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics and a hunger for success
• Digital literacy across devices (smartphones, tablets, laptops, etc.)
• Availability to work all open business hours

Responsabilidades

• Proactively engage with clients in-branch and in the community to identify banking needs and sales opportunities
• Educate clients and demonstrate use of digital banking to drive product adoption
• Assist with a full range of financial transactions and respond to client inquiries
• Actively listen to understand individual client needs and provide tailored solutions
• Resolve banking issues and prevent problems
• Build and maintain relationships with RBC partners to maximize referrals

Conhecimentos

Mutual funds accreditation

Client-first

Problem-solving

Digital literacy

Flexible hours

Descrição da oferta de emprego

Royal Bank of Canada in Shelburne, NS seeks a Client Advisor to help clients with everyday banking, credit, and investment needs. You will educate clients on digital banking, onboard new clients, and refer complex opportunities to specialists to build trust and meet goals.

The role emphasizes client-first service, problem-solving, and collaboration with RBC partners to grow loyalty and drive business in the local community.