What is the opportunity?
You will provide business and financial advice and manage a portfolio of high-value small business clients. You are RBC’s ambassador to the local business market, developing new business and deepening client relationships, and partnering with other RBC advisors to create a valued client experience.
What will you do?
- Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs.
- Proactively contact clients, gather insights through client discovery, understand their needs and changing circumstances, and ensure ongoing satisfaction with all of RBC.
- Plan and prioritize client and market activities, find opportunities and make introductions to RBC partners to fulfill clients’ business and personal financial needs by working as One RBC.
- Manage risk and exercise due diligence in all banking procedures and deve...