Royal Bank of Canada·27 days ago
27 days ago
Client Advisor (TERM)
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What you'll do
- deliver exceptional service to clients
- support new business acquisition
- deepen existing relationships
- engage with clients in the branch
- identify solutions
- leverage technology to enhance their banking experience
What they're looking for
- digital literacy
- client relationship management
- financial concepts
- risk management
- compliance routines
- investment funds in canada
- canadian securities course
- data analysis
- advisory solutions
- client discovery
- mutual funds accreditation
- partner relationship management
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join us as a Client Advisor, where you will deliver exceptional service to clients, support new business acquisition, and deepen existing relationships. Engage with clients in the branch, identify solutions, and leverage technology to enhance their banking experience. Ideal for goal-oriented individuals with strong communication skills and a passion for client service.
Skills
- digital literacy
- client relationship management
- financial concepts
- risk management
- compliance routines
- investment funds in canada
- canadian securities course
- data analysis
- advisory solutions
- client discovery
- mutual funds accreditation
- partner relationship management
- team collaboration
- problem resolution
- sales support
- client education
- adaptability
Company
Royal Bank of Canada
THOMPSON, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.