Client Advisor
Core
Client-focused sales role helping clients with everyday banking, digital banking demonstrations, and identifying sales/referral opportunities.
Role type
Client Advisor (Trainee)
Builds
Client relationships and sales/referral pipelines for RBC Personal & Commercial Banking
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client discovery, problem-solving, digital literacy, sales, relationship building, adaptability
Preferred skills
Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course), track record in financial services
Technologies
Smartphones, tablets, laptops
Responsibilities
Proactively engage with clients to uncover banking needs and identify sales opportunities, demonstrate digital banking tools, assist with financial transactions, resolve client banking problems, cultivate partner relationships for referrals