Banking Advisor: Client-First Financial Guidance

RBC; Regina; On-site; CAD 38,000 - 52,000; Full time

Benefits offered by this job

Total rewards program

Career advancement opportunities

World-class sales training

Job summary

RBC in Canada is seeking a client-focused banking professional to help clients with everyday banking, credit, and investments. You will educate clients on digital banking, onboard new clients, and refer complex opportunities to specialists to drive satisfaction and loyalty.

You will proactively engage in-branch and community activities, uncover banking needs, and collaborate with RBC partners to maximize referrals.

Qualifications

• Mutual funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Proven passion for putting clients first in a target-driven sales environment.
• Strong problem-solving and people skills to build relationships with clients.
• Able to adapt, learn quickly, and maintain high personal ethics.
• Digital literacy across devices (phones, tablets, laptops).
• Willingness to work all open business hours.

Responsibilities

• Proactively engage with clients in-branch and community, uncovering needs and sales opportunities.
• Educate clients using digital banking tools to enhance experiences and drive sales.
• Assist with a full range of financial transactions upon client request.
• Listen actively to understand individual client needs and tailor guidance.
• Resolve and prevent banking problems by taking ownership and following up.
• Build relationships with RBC partners to maximize referrals and opportunities.

Skills

Mutual funds accreditation

Client-first mindset

Problem-solving

Flexibility

Digital literacy

Availability during business hours

Job description

RBC in Canada is seeking a client-focused banking professional to help clients with everyday banking, credit, and investments. You will educate clients on digital banking, onboard new clients, and refer complex opportunities to specialists to drive satisfaction and loyalty.

You will proactively engage in-branch and community activities, uncover banking needs, and collaborate with RBC partners to maximize referrals.