Home Advisor, RBC Advice Centre

RBC•Mississauga, ON

1d•Remote

About The Position

As an RBC Home Advisor, you will participate in the evolution of a new role in Canadian Banking. You will nurture and grow relationships with potential home buyers as you provide tailored guidance and support throughout their home buying journey. As an RBC ambassador, your primary directive is to add value by acting as the client’s primary contact and gateway to RBC colleagues and partners whom, with your lead, will help bring clients closer to realizing their home-ownership goals. Leverage your credit knowledge and relationship building expertise to create meaningful experiences that drive a high degree of client satisfaction and loyalty.

Requirements

2-3 years proven experience in the financial services industry, ability to provide complex credit advice including mortgage fulfillment
A change and agile mindset, consistently delivering an exceptional client experience
Strong interpersonal skills that build trust, drive loyalty and proactively seek to nurture and develop client relationships
Excellent communication skills, time management, and prioritization and organizational skill
Digital literacy across a broad range of devices (i.e. smartphones, tablets, laptops, etc.)
Flexibility to provide advice and service during evenings and weekends
Ability to work independently as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills
Must be able to meet with the technological and confidentiality requirements of the role (i.e. private and quiet space, Internet connectivity, etc.)

Nice To Haves

Previous relationships management experience within the financial or service industry
Desire to build exceptional client experiences across multiple channels (i.e. phone, chat, email, etc.)

Responsibilities

Provide professional credit advice to assist while navigating the multiple stages of the home buying journey, which begins with contacting leads generated through online home journey tools such as True Home Affordability
Provide professional advice and education with an ability to address clients home equity financing needs including personal lending, credit card and everyday banking solutions
Establish a regular contact strategy and diligently update systems that enable the relationship
Deepen client relationships by guiding the client through the stages of the home buying journey: awareness, research, validation of home equity financing options and making a decision to proceed with a mortgage application
Use new and innovative tools such as video-enabled capabilities, screen share and advisor/client dashboards to enhance the client experience and relationship
Fuel broader growth through opportunity spotting and warm introductions to RBC partners
Keep up to date on relevant RBC policies and procedures and ensure that due diligence is exercised accordingly