Client-Centric Banking & Investment Advisor

RBC; Northwestern Ontario; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Total rewards

Career advancement

Sales training

Strong team & tools

Career growth with RBC

Job summary

RBC in Thunder Bay, Ontario is seeking a client-focused Banking Advisor to assist clients with everyday banking, credit, and investment needs, educate on digital channels, onboard new clients, and refer complex opportunities to specialists to create meaningful experiences.

The role is full-time and salaried, emphasizes problem-solving, relationship-building with clients and partners, and offers a competitive rewards program, ongoing training, and opportunities to grow your career with RBC.

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) required.
• Goal-oriented, client-first mindset.
• Strong problem-solving and people skills.
• Flexible, eager to learn, ethical, and driven to succeed.
• Digital literacy across devices (smartphones, tablets, laptops).

Responsibilities

• Proactively engage with clients in branch and community to uncover banking needs and referrals.
• Educate clients using digital tools 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 tailor solutions.
• Take ownership of resolving and preventing banking issues.
• Collaborate with partners to maximize business opportunities and referrals.

Skills

Mutual Funds accredit

Client focus

Problem solving

People skills

Digital literacy

Job description

RBC in Thunder Bay, Ontario is seeking a client-focused Banking Advisor to assist clients with everyday banking, credit, and investment needs, educate on digital channels, onboard new clients, and refer complex opportunities to specialists to create meaningful experiences.

The role is full-time and salaried, emphasizes problem-solving, relationship-building with clients and partners, and offers a competitive rewards program, ongoing training, and opportunities to grow your career with RBC.