Client-First Banking Advisor: Digital Banking & Sales

RBC; Placentia; On-site; CAD 50,000 - 70,000; Full time

Job summary

RBC is seeking an empowered banking professional in Placentia to engage clients in-branch and in the community, uncovering needs and driving tailored financial solutions. You will educate clients on digital tools, assist with transactions, and refer complex opportunities to specialists to enhance satisfaction.

The role emphasizes strong communication, problem-solving, and a client-first mindset, with opportunities to build lasting relationships within RBC's network and grow your career.

Qualifications

• Mutual funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Demonstrated passion for putting clients first in a target-driven sales environment.
• Problem-solving and people skills to build strong client relationships.
• Flexibility, eagerness to learn, strong ethics, and hunger for success.
• Digital literacy across devices (smartphones, tablets, laptops, etc.).
• Availability to work all open business hours.

Responsibilities

• Proactively engage with clients in all branch and community areas, uncovering needs and identifying sales opportunities.
• Focus on client education and demonstration, leveraging technology for memorable experiences and drive sales.
• Respond to client-initiated contact, assisting with a full range of financial transactions.
• Actively listen to understand each client's individual needs.
• Proactively take ownership of resolving and preventing client banking problems.
• Cultivate and maintain relationships with partners to maximize business opportunities and referrals.

Skills

Advice-based solutions

Client-centricity

Client discovery

Communication

Critical thinking

Curious mindset

Data analysis

Digital literacy

Job description

RBC is seeking an empowered banking professional in Placentia to engage clients in-branch and in the community, uncovering needs and driving tailored financial solutions. You will educate clients on digital tools, assist with transactions, and refer complex opportunities to specialists to enhance satisfaction.

The role emphasizes strong communication, problem-solving, and a client-first mindset, with opportunities to build lasting relationships within RBC's network and grow your career.