Job Description
Opportunity
Provide business and financial advice and manage a portfolio of high‑value small business clients. Serve as RBC’s ambassador to the local business market, developing new business and deepening client relationships while partnering with other RBC advisors and specialists.
Responsibilities
- Acquire, grow and deepen client relationships through delivery of value‑added, tailored financial advice.
- Proactively contact clients, gather insights via discovery, and understand their evolving needs and satisfaction with all of RBC.
- Plan and prioritize client and market activities, identify opportunities, and make introductions to RBC partners to fulfill clients’ business and personal financial needs.
- Manage risk and exercise due diligence in all banking procedures, developing appropriate action plans in response to concerns or risks.
- Champion digital enablement and advocate for RBC mobile and online applicat...