Banking Advisor: Client-First Financial Solutions

RBC; St. Marys; Vor Ort; CAD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

Total rewards program

Career advancement

World-class training

Team collaboration

Zusammenfassung

RBC in St. Marys, Ontario is seeking a Banking Advisor who helps clients with everyday banking, credit and investment needs. You will engage in the branch and community, educate clients on digital tools, and refer complex opportunities to specialists to create meaningful experiences.

You will build trusted relationships, support sales goals, and collaborate with RBC partners to drive satisfaction and growth. This role offers full-time hours and opportunities for career advancement.

Qualifikationen

• Mutual Funds accreditation is required.
• Passion for helping clients and meeting sales targets.
• Strong problem-solving and people skills.
• Flexible, eager to learn, and ethical.
• Digital literacy across devices.

Aufgaben

• Proactively engage with clients in branch and community to uncover banking needs and referrals.
• Demonstrate and educate clients using digital banking tools to drive sales.
• Assist clients with a full range of financial transactions.
• Listen actively to understand individual client needs.
• Resolve client issues and prevent problems.
• Build relationships with partners to maximize opportunities.

Kenntnisse

Client-focused sales

Problem-solving

People skills

Digital literacy

Ausbildung

Mutual Funds accreditation (Investment Funds in Canada or the Canadian Securities Course)

Jobbeschreibung

RBC in St. Marys, Ontario is seeking a Banking Advisor who helps clients with everyday banking, credit and investment needs. You will engage in the branch and community, educate clients on digital tools, and refer complex opportunities to specialists to create meaningful experiences.

You will build trusted relationships, support sales goals, and collaborate with RBC partners to drive satisfaction and growth. This role offers full-time hours and opportunities for career advancement.