RBC Advisor - North Richmond Community
RBC
Richmond, BC-
Number of positions available : 1
- Salary To be discussed
- Published on March 13th, 2025
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Starting date : 1 position to fill as soon as possible
Description
Job Summary
Using your client- service mindset and natural problem solving skills you will help clients learn how to use RBCs best in class digital platforms for their everyday banking needs. You will also help individuals and families achieve their goals by opening accounts, offering simple credit solutions and a group of authorized non registered term investments. And with each memorable client experience you deliver, you will develop new skills to uncover client needs and refer One RBC partners to your clients.
In your newly renovated branch, client interactions will primarily take place on the floor or in informal conversation areas. You may also be directed to make proactive and anchoring calls to book appointments for retention or advice based conversations. There will also be instances where you will complete traditional transactions such as drafts or wires and other services using Service Platform.
In addition to the expertise you have acquired in your current role, we will provide you with the additional training you need to be successful.
Job Summary:
An RBC Advisor is a highly engaging, client experience focused individual, with advanced discovery and problem resolution skills, who assists clients with simple solutions and navigates home of best fit for more complex needs
Hospitality focused & face of RBC for clients, delivering an exceptional first-point-of-contact client experience within RBC Locations
Effectively uses Discovery Experiences to deliver more holistic advice
With a deep knowledge of self-serve digital capabilities, is an expert at digitally enabling clients
Fulfils on Everyday Banking Needs, simple credit, simple savings and investments at first point of contact
Primary Responsibilities:
Deliver an Exceptional Client Experience
Delivers an exceptional client experience (NPS) that ensures client needs are met
Educates & enables our clients leading with advice first and enabling through digital where possible and encouraging our clients to interact with us in their channel of choice
Acquire and Deepen Client Relationships
Delivers business growth including new client acquisition as well as growing and deepening existing client relationships
Provides everyday banking, Investments (I.e. authorized GICs) and credit advice
Maximizes client interactions through In the Moment Advice, fulfilling on simple needs and referring to HOBF (Home of Best Fit) for more complex needs
Winning as One RBC
Demonstrates One RBC Partnering, engaging in deep discovery to understand client needs, fulfilling simple advice solutions and service, and referring more complex needs to One RBC Partners
Contributes to a culture of collective team success and winning as a team
Demonstrates flexibility in the RA role, helping in all branch zones as required as well as peer-mentoring and sharing best practices
External Orientation
Demonstrates flexibility inside our RBC Locations to enable client contact and market coverage where required
Leading with a Growth and Inclusion Mindset
A role model, coach and champion for our Leadership Model who speaks up for and about inclusion, and creates the conditions where colleagues and clients uniqueness is appreciated and valued.
Leads with a growth mindset, focusing on whats possible to maximize client acquisition, growth and delivery of an exceptional client experience
Embraces an environment of continuous learning through proactively seeking knowledge and skills to be part of a change ready workforce
Maintains proficiency requirements of the RA role and continues to build proficiency to achieve future career goals
Doing Whats Right - Managing Risk and Operational Effectiveness
Takes required measures to protect client information, and is respectful of client data privacy and preferences
Takes ownership and resolves client concerns promptly at first point of contact, engages their manager when necessary. Records the complaint, and inform clients about RBCs complaint handling process.
Price business and collect fees maintaining a balance of results, client profitability and relationship building
Build corporate memory to enable continuity of client service and future opportunity spotting, across channel and roles, by documenting details of client interactions through appropriate systems (e.g. Sales Platform, Client Connect)
Job Description
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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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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