Royal Bank Of Canada Work Values

Daily Duties at Royal Bank Of Canada:

As an RBC Financial Advisor, I attracted, nurtured, and grew relationships with our high-value personal and small business clients by adding value in the moments that matter to them. I provided my clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, I contribute to strong sales and retention. My expertise has contributed to creating meaningful and memorable client experiences. Communicated with clients to learn about their needs and help them achieve their goals. Provided professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs. Collaborated with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice. Leveraged technology to deliver on client experience and drive sales and retention. Proactively took ownership of resolving and preventing client’s banking problems. Implemented contact and relationship building strategies, and supported new client acquisition in local community. Educated clients of the features and benefits of RBC products and services offered. Constructed a financial plan to help clients reach their goals & attain success for significant life event. Created risk profiles and was successful in constructing optimal portfolios given the clients risk tolerance, goals, time horizon, liquidity needs & aspirations in preparing for the future. Successfully implemented deferral tax strategies, educational need assessments, capital need analysis & cash-flow strategies. Estate planning & retirement planning experience.

What they like about Royal Bank Of Canada:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Financial, Management, Planning, Portfolio Management, Retirement planning, Bilingual, Cash Management, Communication Skills, English Language, Excellent Communication Skills, Estate Planning, Spanish Language, Financial Planning, Financial Analysis, SalesForce, CRM

Skills

Financial, Management, Planning, Portfolio Management, Retirement planning, Bilingual, Cash Management, Communication Skills, English Language, Excellent Communication Skills

These are some of the questions we asked our climbers about their experiences with Royal Bank Of Canada: