Client-First Banking Advisor — Branch Mobility

RBC

Quebec

On-site

CAD 52,000 - 78,000

Full time

4 days ago
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Benefits offered by this job

Total rewards program
World-class training program
Career development opportunities
Coaching and growth opportunities
Collaborative high-performing team

Job summary

RBC is seeking an energetic client-focused professional to support everyday banking, credit, and investment needs at the Saint-Jérôme branch, traveling between listed RBC locations as required. You will educate clients on digital banking, perform transactions, and collaborate with partners to seize sales opportunities.

The role emphasizes strong relationship-building, problem-solving, and a bilingual (English/French) skill set to serve a diverse client base in Canada.

Qualifications

  • Mutual funds accreditation or willingness to obtain it (Investment Funds in Canada or CSC).
  • Demonstrated passion for client-first service and success in a target-driven sales environment.
  • Strong problem-solving and people skills to build relationships and proactively connect with clients.
  • Flexible, eager to learn, with strong personal ethics and a hunger for success.
  • Digital literacy across devices (phones, tablets, laptops).
  • Bilingual (English and French) required to serve clients.

Responsibilities

  • Proactively engage with clients in-branch and in the community to uncover banking needs and identify sales opportunities.
  • Demonstrate and educate clients using digital banking, delivering memorable experiences to drive sales and retention.
  • Assist clients with a full range of financial transactions in response to inquiries.
  • Listen actively to understand individual needs and tailor solutions.
  • Take ownership of resolving and preventing banking issues.
  • Build and maintain relationships with partners to maximize referrals.

Skills

Mutual funds accreditation
Client-first mindset
Problem-solving
Relationship-building
Digital literacy
Bilingual English/French

Job description

RBC is seeking an energetic client-focused professional to support everyday banking, credit, and investment needs at the Saint-Jérôme branch, traveling between listed RBC locations as required. You will educate clients on digital banking, perform transactions, and collaborate with partners to seize sales opportunities.

The role emphasizes strong relationship-building, problem-solving, and a bilingual (English/French) skill set to serve a diverse client base in Canada.

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