Bilingual Banking Client Advisor – Sales & Support

Tim's Financial; Montreal; Remote; CAD 55,000 - 75,000; Full time

Job summary

RBC is hiring a client-focused banking professional to advise on everyday banking, credit, and investments. You will travel among branch locations and support client onboarding, digital banking adoption, and referrals to specialists.

The role emphasizes delivering memorable client experiences, meeting sales targets, and collaborating with partners to help clients achieve their financial goals. Strong communication and problem-solving are essential.

Qualifications

• Mutual Funds accreditation or willingness to obtain it.
• Demonstrated passion for client-first service and achieving sales targets.
• Problem-solving and relationship-building skills.
• Digital literacy across devices and platforms.
• Bilingual in English and French.

Responsibilities

• Proactively engage with clients in-branch and in the community to uncover needs and opportunities.
• Educate clients on banking products, demonstrate digital channels, and drive referrals.
• Respond to client inquiries and complete a full range of financial transactions.
• Listen actively to understand individual client needs and resolve issues.
• Cultivate relationships with partners to maximize business opportunities.

Skills

Client-centric sales

Communication

Problem solving

Relationship building

Digital literacy

Education

Mutual Funds accreditation or willingness to obtain (IFC/CSC)

Job description

RBC is hiring a client-focused banking professional to advise on everyday banking, credit, and investments. You will travel among branch locations and support client onboarding, digital banking adoption, and referrals to specialists.

The role emphasizes delivering memorable client experiences, meeting sales targets, and collaborating with partners to help clients achieve their financial goals. Strong communication and problem-solving are essential.