Client-First Banking Advisor: Digital Banking & Investments

RBC; Kingsville; On-site; CAD 52,000 - 75,000; Full time

Benefits offered by this job

Total rewards

Career advancement

Sales training

Collaborative team

Career growth with RBC

Job summary

RBC in Kingsville, Ontario is seeking a full-time Banking Advisor to engage clients in the branch and community, uncovering financial needs and guiding them through everyday banking, credit, and investment options. You will refer complex opportunities to specialists to create meaningful client experiences.

You will help clients learn digital banking, respond to inquiries, and build lasting relationships with a focus on client-first service in a dynamic banking environment.

Qualifications

• Must have Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course).
• Goal-oriented with a demonstrated passion for putting clients first.
• Strong problem-solving and people skills, with ability to build relationships.
• Flexible, eager to learn, strong personal ethics, and driven to succeed.
• Digital literacy across devices (smartphones, tablets, laptops, etc.).

Responsibilities

• Proactively engage with clients in the branch and community, uncover needs and identify sales and referral opportunities.
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive sales.
• Respond to client inquiries, assisting with full range of financial transactions.
• Actively listen to understand individual client needs.
• Take ownership of resolving and preventing client banking problems.
• Cultivate and maintain relationships with partners to maximize business opportunities.

Skills

Mutual Funds acc

Client-first mindset

Problem-solving

Digital literacy

Relationship building

Job description

RBC in Kingsville, Ontario is seeking a full-time Banking Advisor to engage clients in the branch and community, uncovering financial needs and guiding them through everyday banking, credit, and investment options. You will refer complex opportunities to specialists to create meaningful client experiences.

You will help clients learn digital banking, respond to inquiries, and build lasting relationships with a focus on client-first service in a dynamic banking environment.