Client-Centric Banking Advisor | Digital & Investment Solutions

RBC; Georgina; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Trainee position focused on client interactions and sales. Candidates should have a passion for client service and problem-solving skills, as well as flexibility to work various hours. The role involves engaging clients in everyday banking, responding to inquiries, and collaborating with partners to enhance client satisfaction. This position offers a competitive rewards program, career advancement opportunities, and is based in Georgina, Ontario.

Benefits

Comprehensive Total Rewards Program

Career advancement opportunities

World-class training and tools

Qualifications

• Passion for putting clients first with experience in a target-driven sales environment.
• Strong problem-solving and relationship-building skills.
• Flexibility and eagerness to learn with strong ethics.

Responsibilities

• Engage with clients to uncover banking needs and provide advice.
• Utilize technology to enhance client experience and drive sales.
• Assist clients with financial transactions and solve banking problems.
• Maintain relationships with partners for business opportunities.

Skills

Client Centricity

Communication

Critical Thinking

Customer Service

Digital Literacy

Education

Mutual Funds accreditation or willingness to obtain

Job description

A leading financial institution is seeking a Trainee position focused on client interactions and sales. Candidates should have a passion for client service and problem-solving skills, as well as flexibility to work various hours. The role involves engaging clients in everyday banking, responding to inquiries, and collaborating with partners to enhance client satisfaction. This position offers a competitive rewards program, career advancement opportunities, and is based in Georgina, Ontario.