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    Financial Advisor - Hamilton, Canada - 0000050007 Royal Bank of Canada

    0000050007 Royal Bank of Canada
    0000050007 Royal Bank of Canada Hamilton, Canada

    3 weeks ago

    Default job background
    Full time
    Description

    Job Description

    Deliver an Exceptional Client Experience
  • Deliver an exceptional client experience (NPS) that ensures client needs are met
  • Champion digital enablement by proactively educating our clients to self-serve while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice
    • Acquire and Deepen Client Relationships
  • Understand the growth opportunity in your market and what you need to do to capture it
  • Deliver business volume growth through new client acquisition as well as growing and deepening existing client relationships
  • Provide increasingly complex everyday banking, investment and credit advice for both personal and business clients
  • Maximize client interactions through proactive appointment bookings (virtual and face-to-face), In the Moment advice and service, effective use of Discovery Experiences and increased mobility where possible
  • Adopt consistent follow up and practice management routines to identify and provide client centric advice and solutions Winning as One RBC
  • Demonstrate One RBC partnering with an emphasis on teamwork to meet our client's needs by introducing them to the right partner in our ecosystem at the right time
  • Contribute to a culture of collective team success and take personal accountability for your own elevated contribution to win as a team
  • Demonstrate leadership through increased emphasis on peer-mentoring, assisting other advisors, sharing best practices, Mutual Fund Compliance (where applicable) and Manager Delegate capability (where applicable)
    • External Orientation
  • Demonstrate flexibility inside RBC Locations and in the community to better enable client contact and market coverage
    • Leading with a Growth and Inclusion Mindset
  • A role model, coach and champion for our Leadership Model who speaks up for and about inclusion, creates the conditions where colleagues and clients' uniqueness is valued and appreciated
  • Leads with a growth mindset, focusing on what's possible to maximize client acquisition, growth and deliver 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 and accreditation requirements of the FA role and continues to build proficiency to achieve future career goals (refer to section 1C), leveraging the development item within Workday
  • Develops digital savviness and proficiency across multiple devices and platforms by completing regular upskilling activities and modules
    • Doing What's Right - Managing Risk and Operational Effectiveness
  • You lead with discovery and advice solutions that are appropriate for client needs and financial circumstances.
  • Makes appropriate contact, engages in deep discovery to understand client needs, provide advice on appropriate solutions, and receive and document consent
  • Gets work right the first time and takes appropriate action to close gaps identified through operational, credit effectiveness, DLA adherence, compliance reviews and reporting
  • Prices business and collect fees maintaining a balance of results, client profitability and relationship building, while adhering to client pricing policies to reflect prevailing RVR, Pricing authorities rates commitment and reset policies.
  • Takes required measures to protect client information, and is respectful of client data privacy and preferences and obtains client consent when changing them
  • Takes ownership and resolves client concerns promptly at first point of contact, engages manager when necessary, records the complaints, and inform clients about RBC's complaint handling process
  • When making appropriate Contact or conducting work for RBC on any device or network, uses only electronic messaging channels approved and provided by RBC and the applicable RBC units
  • For all mutual fund clients, leads with deep discovery, client centric advice that outlines the value that clients receive (advice, access, service, award winning performance) by investing in mutual funds, where suitable. Is consistent in sharing and explaining the costs associated with mutual fund investing such as applicable fees and charges, management expense ratio and trailing commissions
    • Builds 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, Service Platform, MyAdvisor, etc.) Job Skills Additional Job Details

    Address:

    59 WILSON ST W:HAMILTON

    City:

    HAMILTON

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    Personal and Commercial Banking

    Job Type:

    Regular

    Pay Type:

    Salaried

    Posted Date:

    Application Deadline:

    I nclusion 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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