Client Advisor
Core
Client Advisor (RBC Ambassador) in a branch setting who proactively engages clients to deliver transactions, identify advice opportunities, and drive digital adoption.
Role type
Client Advisor / Branch Banking Associate
Builds
Personal & Commercial Banking solutions and client relationships
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Client centricity, Client discovery, Digital literacy, Compliance adherence, Financial concept learning
Preferred skills
Investment Funds in Canada certification, Canadian Securities Course, Mutual Funds accreditation
Responsibilities
Proactively engage with clients to complete transactions and identify advice opportunities, Leverage technology to deliver a memorable client experience, Resolve and prevent client banking problems, Cultivate relationships with partners to work as one team, Adhere to compliance routines and controls, Demonstrate emotional intelligence and self-motivation
Seniority
Entry-level to Junior, individual contributor
