Acquire, grow and deepen client relationships through delivery of value‑added, tailored financial advice to meet their needs.
Proactively contact clients, gather insights through discovery, understand their needs and changing circumstances, and assess ongoing 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 as part of One RBC.
Manage risk and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns or risks.
Champion digital enablement and advocate use of RBC mobile and online applications, enabling clients to engage through their channel of choice.
Be on your client’s path; visit clients on‑site to gain a thorough understanding of their business objectives and operations, as permitted.