RBC Advisor

As an RBC Advisor you will add value to clients when it matters most.
Using your client- service mindset and natural problem solving skills you will help clients learn how to use RBC's 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 what's 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 What's 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 RBC's 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 Skills

Additional Job Details