Shape client experiences as a Client Solutions Specialist at RBC Dominion Securities in Metro Toronto. Focus on optimizing client transitions to the best RBC platform tailored to their needs.
This full-time role requires strong communication and time management skills while actively engaging clients to understand their objectives and service requirements. Collaborating with RBC’s diverse teams, you will manage client inquiries and ensure seamless transitions to suitable RBC partners.
Key Responsibilities:
• Engage clients through structured discovery conversations
• Assess and recommend optimal RBC platforms for each client
• Manage inquiries with accurate record-keeping
• Foster collaborative relationships with RBC colleagues
• Deliver presentations to promote the CSS program across branches
Requirements:
• Registration as a Registered Representative or Investment Representative
• Exceptional English communication skills
• Proven capability in time man...