Client-Centric Banking Advisor

RBC; City of Moncton; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Total Rewards Program

Career advancement

World-class sales training

Team collaboration

Professional tools and training

Job summary

RBC in Moncton, New Brunswick is seeking a client-focused Banking Advisor to help clients with everyday banking, investments and referrals. As an RBC ambassador, you will engage with clients in-branch and the community, showcase digital banking tools, onboard new clients, and connect opportunities to specialists.

You will build relationships, respond to inquiries, and view outcomes through client satisfaction and loyalty.

Qualifications

• Mutual Funds accreditation required (Investment Funds in Canada or CSC).
• Passion for client-centric, target-driven sales.
• Strong relationship-building and proactive client engagement.
• Digital literacy across devices; bilingual English/French.

Responsibilities

• Proactively engage with clients in branch and community to uncover banking needs and sales opportunities.
• Educate clients and demonstrate digital banking tools to deliver memorable experiences.
• Respond to client inquiries and process a full range of financial transactions.
• Listen actively to understand individual needs and resolve issues to prevent problems.
• Cultivate relationships with partners to maximize referrals and opportunities.

Skills

Client focus

Sales mindset

Communication

Critical thinking

Digital literacy

Data analysis

Problem solving

Education

Mutual Funds accreditation

Job description

RBC in Moncton, New Brunswick is seeking a client-focused Banking Advisor to help clients with everyday banking, investments and referrals. As an RBC ambassador, you will engage with clients in-branch and the community, showcase digital banking tools, onboard new clients, and connect opportunities to specialists.

You will build relationships, respond to inquiries, and view outcomes through client satisfaction and loyalty.