Home Advisor, RBC Advice Centre

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

2-3 years of experience in end-to-end mortgage fulfillment and complex credit advice., 5 years of experience in financial services., Strong interpersonal and communication skills to build client relationships., Digital literacy across various devices and ability to work independently..

Key responsibilities:

  • Provide professional credit advice throughout the home buying journey.
  • Support mortgage fulfillment and maintain regular client contact.
  • Utilize innovative tools to enhance client experience and relationships.
  • Develop partnerships for mortgage referrals and keep updated on RBC policies.

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Job description

Job Summary

Job Description

Please note:  This is a nation-wide opportunity.  Candidates are welcome to apply from any region

What is the opportunity?

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.

What will you do?

  • 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 complex credit including leveraging existing home equity, switch ins and all RBC mortgage programs
  • Support full end to end mortgage fulfillment leveraging Casper and Linx
  • 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
  • Develop strong partner relationships to support mortgage referrals and application fulfillment
  • 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

Please note: This position requires flexibility to work a variety of shifts during the hours of operation Monday to Friday from 9 AM - 8 PM, Saturday 10 AM - 6 PM (local time) 

What do you need to succeed?

Must have

  • 2-3 years proven experience in processing end to end mortgage fulfillment, including the ability to provide complex credit advice
  • 5 years experience in financial services
  • 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 have

  • 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.)

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, commissions, and stock where applicable
•    Leaders who support your development through coaching and managing opportunities
•    Ability to make a difference and lasting impact
•    Work in a dynamic, collaborative, progressive, and high-performing team
•    A world-class training program in financial services

Job Skills

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-02

Application Deadline:

2025-05-09

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Required profile

Experience

Industry :
Banking
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Relationship Building
  • Communication
  • Time Management
  • Organizational Skills
  • Social Skills
  • Digital Literacy
  • Problem Solving
  • Relationship Management
  • Teamwork
  • Physical Flexibility

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