Client-Centric Banking & Investment Advisor

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

Job summary

A leading financial institution in Thunder Bay is seeking a motivated individual for a client-focused sales position. In this role, you will assist clients with banking and investment needs, leveraging technology to enhance client experiences. Applicants should possess Mutual Funds accreditation and demonstrate strong relationship-building skills. This full-time position offers competitive compensation and a supportive work environment.

Benefits

Comprehensive Total Rewards Program

Career advancement opportunities

World-class sales training

Support from a collaborative team

Qualifications

• Passion for putting clients first in a sales environment.
• Strong problem-solving and relationship-building skills.
• Digital literacy across a range of devices.
• Flexibility and eagerness to learn.

Responsibilities

• Engage proactively with clients to uncover banking needs.
• Demonstrate and educate clients on digital banking.
• Assist clients with financial transactions.
• Resolve client banking problems proactively.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Education

Mutual Funds accreditation

Job description

A leading financial institution in Thunder Bay is seeking a motivated individual for a client-focused sales position. In this role, you will assist clients with banking and investment needs, leveraging technology to enhance client experiences. Applicants should possess Mutual Funds accreditation and demonstrate strong relationship-building skills. This full-time position offers competitive compensation and a supportive work environment.