RBC Dominion Securities
RBC Client Solutions Specialist Role
Job Description
Join RBC Dominion Securities as a Client Solutions Specialist in Toronto, focusing on client transitions to the most suitable RBC platform. Your insights will empower clients and enhance their service experience.
As a key team member, you will conduct structured discussions to uncover client objectives, assess their needs, and recommend the best RBC platforms. This position thrives on effective communication and management of multiple tasks, ensuring clients receive top-tier service while collaborating with various RBC departments.
Key Responsibilities:
• Conduct structured discovery conversations with clients
• Recommend optimal platforms for seamless transitions
• Manage inquiries and maintain accurate records
• Build strong relationships with RBC team members
• Present to promote the CSS program at RBC branches
Requirements:
• Must be a Registered Representative or Investment Representative
• Strong verbal and written communication in English
• Prove...
As a key team member, you will conduct structured discussions to uncover client objectives, assess their needs, and recommend the best RBC platforms. This position thrives on effective communication and management of multiple tasks, ensuring clients receive top-tier service while collaborating with various RBC departments.
Key Responsibilities:
• Conduct structured discovery conversations with clients
• Recommend optimal platforms for seamless transitions
• Manage inquiries and maintain accurate records
• Build strong relationships with RBC team members
• Present to promote the CSS program at RBC branches
Requirements:
• Must be a Registered Representative or Investment Representative
• Strong verbal and written communication in English
• Prove...