Client-First Banking Advisor

Tobermory; Saint-Gabriel-de-Brandon; On-site; CAD 42,000 - 55,000; Full time

Benefits offered by this job

Total Rewards Program

World-class training

Career advancement

Mentorship from leaders

Dynamic, collaborative team

Job summary

Royal Bank of Canada in Berthierville is seeking a Banking Advisor to help clients with everyday banking needs and personalized financial guidance. This full-time role emphasizes proactive client engagement within the branch and the community.

You will benefit from a comprehensive Total Rewards Program, bonuses and flexible benefits, world-class training, career advancement opportunities, mentorship from leaders, and a dynamic, collaborative, high‑performing team.

Qualifications

• Mutual funds accreditation or willingness to obtain it.
• Client-first mindset in a target-driven environment.
• Strong problem-solving and interpersonal skills to build client relationships.
• Flexibility and willingness to learn with strong ethics and ambition to succeed.
• Digital literacy and comfort with smartphones, tablets, laptops, and other devices.
• Proven ability to build and maintain client relationships in finance or service sectors.

Responsibilities

• Proactively connect with clients across the branch and in the community, understand their banking needs, offer help and advice, and look for sales and referral opportunities.
• Educate clients and show them how things work, using technology to create a good experience while supporting sales and retaining business.
• Respond to client inquiries and assist with day-to-day financial transactions.
• Actively listen to clients and engage in conversations to understand individual needs.
• Take responsibility for resolving client issues and prevent future banking problems.
• Build and maintain good relationships with partners to create more business opportunities.

Skills

Advice-based solutions

Client-focused

Discover client needs

Excellent communication

Critical thinking

Curious mindset

Data analysis

Digital literacy

Education

Mutual Funds accreditation or CSC

Job description

Royal Bank of Canada in Berthierville is seeking a Banking Advisor to help clients with everyday banking needs and personalized financial guidance. This full-time role emphasizes proactive client engagement within the branch and the community.

You will benefit from a comprehensive Total Rewards Program, bonuses and flexible benefits, world-class training, career advancement opportunities, mentorship from leaders, and a dynamic, collaborative, high‑performing team.