Client-First Banking Advisor: Digital & Relationship Expert

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

Job summary

A leading Canadian bank in Parry Sound is seeking a client-focused individual to enhance client interactions in banking and investment services. The role requires strong problem-solving and communication skills, as well as digital literacy. Candidates should be eager to learn and possess Mutual Funds accreditation or a willingness to obtain it. Competitive compensation, bonuses, and opportunities for career advancement are offered.

Benefits

Competitive compensation

Bonuses

Career advancement opportunities

Qualifications

• Goal-oriented individual with a passion for putting clients first.
• Problem-solving and people skills with strong relationship-building abilities.
• Flexibility and a drive to succeed.

Responsibilities

• Engage with clients in the branch and community to uncover banking needs.
• Focus on client education and using technology to enhance experiences.
• Respond to client inquiries regarding financial transactions.

Skills

Advice Based Solutions

Client Centricity

Communication

Critical Thinking

Digital Literacy

Education

Mutual Funds accreditation or willingness to obtain

Job description

A leading Canadian bank in Parry Sound is seeking a client-focused individual to enhance client interactions in banking and investment services. The role requires strong problem-solving and communication skills, as well as digital literacy. Candidates should be eager to learn and possess Mutual Funds accreditation or a willingness to obtain it. Competitive compensation, bonuses, and opportunities for career advancement are offered.