Client-Centric Banking & Investment Advisor

0000050007 Royal Bank of Canada; Kirkland Lake; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Total Rewards Program with competitive

Career advancement opportunities

Sales training and coaching

Support from a high performing team

Career growth with RBC

Job summary

Royal Bank of Canada (RBC) in North Bay/Ontario region seeks a Chief Investment Officer trainee with strong client-focused sales skills. You will engage clients, educate on digital banking, and collaborate with RBC partners to help clients meet their financial goals.

The role emphasizes relationship-building, problem-solving, and delivering trusted advice while supporting a dynamic banking team within Personal & Commercial Banking.

Qualifications

• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) is required.
• Proven success in a hands-on, target-driven sales environment.
• Strong problem-solving and people skills to build relationships with clients.
• Flexibility, eagerness to learn, strong ethics, and hunger for success.
• Digital literacy across devices (phones, tablets, laptops).
• Availability to work all open business hours.

Responsibilities

• Engage with clients in-branch and in the community to uncover banking needs and opportunities.
• Educate clients and demonstrate digital banking to drive sales and retention.
• Assist with a full range of financial transactions.
• Actively listen to understand individual client needs.
• Own and resolve client banking problems to prevent recurrence.
• Maintain relationships with partners to maximize referrals.

Skills

Mutual Funds accreditation

Client-first mindset

Problem-solving

People skills

Digital literacy

Availability to work all open hours

Job description

Royal Bank of Canada (RBC) in North Bay/Ontario region seeks a Chief Investment Officer trainee with strong client-focused sales skills. You will engage clients, educate on digital banking, and collaborate with RBC partners to help clients meet their financial goals.

The role emphasizes relationship-building, problem-solving, and delivering trusted advice while supporting a dynamic banking team within Personal & Commercial Banking.