Mandarin/Cantonese Invest-By-Phone Advisor
City : VANCOUVER, British Columbia, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
What is the opportunity?
The Invest-by-phone Advisor within the Advice Centre is responsible for providing professional, attentive and accurate advice when responding to inbound or Onebound calls from our clients regarding all investment-related inquiries. You will be providing a superior experience through engaging clients in conversations, using active listening skills and effective probing questions to identify & understand our clients’ immediate and future investment needs as well as their short and long-term financial goals. With client experience in mind, you will provide tailored financial advice, digital education and suggest products and services to meet the needs of a diverse client base. This is a full-time and shift oriented role with an opportunity to potentially work from home and/or at the Advice Centre.
What will you do?
Identify short and long-term needs, offer value-added advice, and take accountability for the resolution of customer concerns
Respond to inquiries from our clients, delivering financial advice designed to satisfy clients’ total financial services needs and build long-term relationships
Provide an exceptional degree of customer care at all times, ensuring clients receive the optimal service at a level that meets their needs, either personally or by referring them to the appropriate sales partner
Take ownership for all investment-related inquiries, including Guaranteed Investment Certificates (GICs) and mutual funds
Act as a team player, driven to ensure that the whole RBC team is successful in meeting client needs
Retain knowledge about the features and benefits of a wide range of products and services and convey the information to clients
Proactively and diligently enable clients to digitally self-serve and buy
What do you need to succeed?
Investment Funds of Canada (IFIC) completed and still valid or in the process of obtaining it by training start date
Customer Service experience and strong sales orientation with a passion for fulfilling on client needs.
Strong oral and written communication skills in English
Fluency in second language: Cantonese and/or Mandarin
Information seeking skills; the ability to probe, find out more and improve your understanding of a client’s situation or issue.
Ability to work a variety of shifts between Monday to Friday 8:00 AM to 9:00 PM EST; Saturday: 9:30 AM to 6:30 PM EST
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 bonuses and flexible benefits, competitive compensation and stock where applicable
A world-class training program in financial services
Excellent career development and access to a variety of job opportunities across business and geographies
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager.
Inclusion 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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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 rbc.com/careers.