Credit and Invest by Phone Advisor

RBC - Halifax, NS (30+ days ago)

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What is the opportunity?

This unique position calls on your customer-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re enabling clients to leverage our digital tools, helping our clients with their investment and financing needs, or introducing a client to a partner to fulfil their needs, your expertise will contribute to creating meaningful and memorable client experiences enabling client satisfaction and loyalty.

What will you do?

Be part of a unique opportunity to engage with clients in all areas of the RBC Digital Advice Centre, uncovering banking needs, providing help and advice, as well as identifying client centric solutions and referral opportunities
Focus on client education and digital adoption, leveraging various technology platforms to deliver an exceptional client experience and deepening & retaining client relationships
Respond to client-initiated contact through a variety of channels (phone, chat, video) assisting them with a full range of financial needs
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving client needs and effective problem resolution
Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
Excellent written and verbal communication skills (English)

What do you need to succeed?


Flexible to work shifts between hours of operation i.e.,8am to 11pm, including weekends and holidays
Flexibility, eagerness to learn, strong personal ethics, and a drive to succeed, with the ability to work independently or as part of a team
Mutual Funds accreditation (Investment Funds in Canada or the Canadian Securities Course), or willingness to obtain within six months of start date
Contribute to team results by supporting all colleagues to be successful in meeting client needs.
Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.). Ability to navigate between multiple Windows-based application systems


Desire to build exceptional client experiences across multiple channels (i.e. phone, chat etc.)
Proven ability in building rapport and maintaining client relationships within the financial or service industry

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Opportunity to achieve great success and grow your career with RBC and across business
Continued opportunities for career advancement
World-class training, coaching, and development opportunities
Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training

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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

City: Halifax
Address: 6390 Quinpool Road
Work Hours/Week: 37.5
Work Environment: Call Centre
Employment Type: Permanent
Career Level: Entry Level
Pay Type: Salaried
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 02/17/2020
Platform: Personal & Commercial Banking
Req ID: 214597

Ad Code(s):