Client-First Banking Advisor & Digital Coach

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

Job summary

A leading Canadian bank is seeking a client-focused individual to enhance banking experiences. Responsibilities include engaging with clients and providing tailored advice on banking, credit, and investments. Ideal candidates will have Mutual Funds accreditation or a willingness to obtain it, alongside strong problem-solving and communication skills. The bank offers competitive compensation, career advancement opportunities, and a vibrant team environment. Located in Parry Sound, Ontario, this role is a chance to thrive in a supportive workplace.

Benefits

Comprehensive Total Rewards Program

World-class sales training and coaching

Career advancement opportunities

Qualifications

• Goal-oriented individual with a demonstrated passion for putting clients first.
• Flexibility and eagerness to learn.
• Digital literacy across a broad range of devices.

Responsibilities

• Proactively engage with clients in all banking areas.
• Provide help and advice to clients.
• Assist with a full range of financial transactions.

Skills

Client Centricity

Problem-solving

Digital Literacy

Communication

Critical Thinking

Education

Mutual Funds accreditation or willingness to obtain

Job description

A leading Canadian bank is seeking a client-focused individual to enhance banking experiences. Responsibilities include engaging with clients and providing tailored advice on banking, credit, and investments. Ideal candidates will have Mutual Funds accreditation or a willingness to obtain it, alongside strong problem-solving and communication skills. The bank offers competitive compensation, career advancement opportunities, and a vibrant team environment. Located in Parry Sound, Ontario, this role is a chance to thrive in a supportive workplace.