Client Advisor

Job Description

At RBC, we value each person’s unique customer service style and encourage you to bring your best to our clients every day. In this role you will provide financial advice and find solutions that meet individual client needs.

Responsibilities

• Serve clients by delivering exceptional customer service through completing transactions, engaging in needs‑based conversations, and communicating with clients throughout the branch.
• Identify needs and provide tailored financial advice and solutions to clients at the point of first contact.
• Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions.
• Understand and resolve client concerns at first point of contact where possible.
• Educate and assist clients with using RBC digital capabilities.
• Manage risks by adheri...