Client Education & Banking Sales Advisor

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

Job summary

A leading financial institution in Canada seeks a Sales Professional to enhance client experiences and drive sales. The role emphasizes relationship building and technology adoption, requiring skills in client engagement and problem-solving. Successful candidates will demonstrate digital literacy and the ability to work flexible hours. You'll help clients achieve their financial goals while enjoying a comprehensive rewards program and career advancement opportunities.

Benefits

Competitive compensation

Bonuses

Flexible benefits

World-class sales training

Career advancement opportunities

Qualifications

• Demonstrated passion for putting clients first in a target‑driven sales environment.
• Problem‑solving and people skills essential for building client relationships.
• Flexibility and eagerness to learn while adhering to strong personal ethics.
• Digital literacy across smartphones, tablets, laptops, and other devices.
• Ability to work all business hours.

Responsibilities

• Engage with clients in the branch and community to uncover banking needs.
• Utilize technology to enhance the client experience and drive sales.
• Assist clients with a full range of financial transactions.
• Proactively resolve client banking problems and nurture relationships with partners.

Skills

Adaptability

Advice‑Based Solutions

Client Centricity

Client Discovery

Communication

Curious Mindset

Data Analysis

Digital Literacy

Job description

A leading financial institution in Canada seeks a Sales Professional to enhance client experiences and drive sales. The role emphasizes relationship building and technology adoption, requiring skills in client engagement and problem-solving. Successful candidates will demonstrate digital literacy and the ability to work flexible hours. You'll help clients achieve their financial goals while enjoying a comprehensive rewards program and career advancement opportunities.