Banking Advisor

Royal Bank of Canada; Greater Sudbury; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Greater Sudbury is seeking a Client Service Associate to enhance client experiences and drive satisfaction. Responsibilities include proactively engaging clients, resolving banking issues, and providing educational support. The role requires strong relationship-building skills and mutual funds accreditation, along with opportunities for growth and a supportive team environment.

Benefits

Competitive pay

Bonuses

Flexible benefits

Career growth opportunities

World-class sales training

Qualifications

• Passion for putting clients first and success in a target-driven sales environment.
• Strong problem-solving and relationship-building skills.
• Flexibility, eagerness to learn, strong ethics, and a hunger for success.
• Availability to work all open business hours.

Responsibilities

• Engage with clients to uncover banking needs and identify sales opportunities.
• Educate clients using technology to enhance their experience.
• Resolve and prevent banking problems.

Skills

Client Centricity

Communication

Critical Thinking

Digital Literacy

Data Analysis

Education

Mutual Funds accreditation

Job description

Job Summary

Join RBC as a Client Service Associate, where your client-focused sales expertise and problem-solving skills will help maximize each client interaction. You will assist clients with their banking, credit, and investment needs, adding value during key moments and collaborating with RBC partners to achieve client goals. Whether demonstrating digital banking or referring complex opportunities to specialists, your expertise will contribute to creating meaningful client experiences that drive satisfaction and loyalty.

What will you do

1. Proactively engage with clients in the branch and community to uncover banking needs, provide advice, and identify sales opportunities.
2. Focus on client education and demonstrations, leveraging technology to deliver memorable experiences, drive sales, and retain business.
3. Respond to client-initiated contacts, assisting with a full range of transactions.
4. Actively listen and engage clients to understand their individual needs.
5. Take ownership of resolving and preventing banking problems.
6. Maintain relationships with partners to maximize business opportunities and referrals.

What do you need to succeed

Must-have

• Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course)
• Passion for putting clients first and success in a target-driven sales environment
• Strong problem-solving and relationship-building skills
• Flexibility, eagerness to learn, strong ethics, and a hunger for success
• Digital literacy across devices (smartphones, tablets, laptops, etc.)
• Availability to work all open business hours

Nice-to-have

• Experience in building rapport and maintaining client relationships within financial or service industries

What’s in it for you

• A comprehensive Total Rewards Program including competitive pay, bonuses, and flexible benefits
• Opportunities for career growth
• World-class sales training, coaching, and development
• Support from a dynamic, collaborative, high-performing team with top-tier tools and training
• The chance to achieve significant success and grow your career with RBC

Job Skills

Advice-Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address: 1720 LASALLE BLVD, GREATER SUDBURY / GRAND SUDBURY, Canada

Work hours: 37.5 per week

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: [Insert Date]

Application Deadline: Applications accepted until 11:59 PM the day prior to the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is key to our growth. We support policies and programs that foster respect, belonging, and opportunity for all employees.

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