Client-Centric Banking Advisor with Growth & Training

0000050007 Royal Bank of Canada; Nelson; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Total Rewards Program

Career advancement

Sales training

Collaborative team

Growth opportunities

Job summary

Royal Bank of Canada in Nelson is seeking a client-focused banking professional to help clients with everyday banking, credit, and investment needs. You will engage clients in-branch and within the community, educating them on digital tools and delivering memorable experiences that build trust and loyalty.

You will identify sales opportunities, facilitate transactions, and refer complex needs to specialists.

Qualifications

• Mutual funds accreditation (Investment Funds in Canada or CSC).
• Proven passion for putting clients first in a target-driven setting.
• Strong problem-solving and relationship-building skills.
• Willingness to learn, ethical mindset, and adaptability.
• Digital literacy across devices (smartphones, tablets, laptops).
• Availability to work all open business hours.

Responsibilities

• Proactively engage with clients in the branch and community, uncovering needs and opportunities.
• Focus on client education and demonstration using technology to deliver memorable experiences and drive sales.
• Respond to client-initiated contact with a full range of financial transactions.
• Actively listen to understand client needs and provide tailored solutions.
• Take ownership of resolving and preventing client banking issues.
• Collaborate with partners to maximize opportunities and referrals.

Skills

Mutual funds

Client focus

Sales experience

Problem solving

Digital literacy

Communication

Job description

Royal Bank of Canada in Nelson is seeking a client-focused banking professional to help clients with everyday banking, credit, and investment needs. You will engage clients in-branch and within the community, educating them on digital tools and delivering memorable experiences that build trust and loyalty.

You will identify sales opportunities, facilitate transactions, and refer complex needs to specialists.