Client-First Banking Advisor | Digital & Growth

RBC

Fort Frances

On-site

CAD 42,000 - 65,000

Full time

10 days ago

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Benefits offered by this job

Competitive compensation
Flexible benefits
World-class sales training

Job summary

RBC in Canada is hiring for a client-focused Banking Advisor role. You will engage with clients in-branch and in the community, identify sales and referral opportunities, and drive professional service across everyday banking, credit, and investment needs.

You will educate clients on digital banking, assist with transactions, and collaborate with RBC partners to achieve client goals. A strong emphasis on relationship-building and a high level of service is expected.

Qualifications

  • Mutual Funds accreditation is required.
  • Demonstrated passion for putting clients first in a target-driven sales environment.
  • Problem-solving and people skills to build relationships with clients.
  • Flexibility and eagerness to learn with strong personal ethics.
  • Digital literacy across devices (phones, tablets, laptops).
  • Availability to work all open business hours.

Responsibilities

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

Skills

Client-focused sales
Problem-solving
Digital literacy
Availability to work all open business
People skills

Education

Mutual Funds accreditation (Investment Funds in Canada or the Canadian Securities Course)

Job description

RBC in Canada is hiring for a client-focused Banking Advisor role. You will engage with clients in-branch and in the community, identify sales and referral opportunities, and drive professional service across everyday banking, credit, and investment needs.

You will educate clients on digital banking, assist with transactions, and collaborate with RBC partners to achieve client goals. A strong emphasis on relationship-building and a high level of service is expected.

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