Client-First Banking Advisor - Growth & Training

RBC; North Bay; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Total Rewards Program

Bonuses

Flexible benefits

World-class sales training

Job summary

RBC in North Bay seeks a client-focused Banking Advisor to engage with clients in-branch and in the community, guiding them through everyday banking, investments, and referrals. You will demonstrate digital banking tools, educate clients, and drive sales while maintaining strong relationships with partners and clients alike.

The role emphasizes problem solving, ethical conduct, and a passion for client-first service in a dynamic retail banking environment.

Qualifications

• Mutual Funds accreditation required.
• Client-first mindset in a target-driven sales environment.
• Strong problem-solving and relationship-building skills.
• Flexible, eager to learn, with strong ethics.
• Digital literacy across devices (smartphones, tablets, laptops).
• Availability to work all open business hours.

Responsibilities

• Proactively engage with clients in the branch and community to uncover banking needs and referrals.
• Demonstrate and educate clients using digital banking tools to deliver a memorable experience and drive sales.
• Respond to client-initiated contacts and handle a full range of financial transactions.
• Actively listen to understand individual client needs and tailor solutions.
• Resolve and prevent banking problems and maintain client relationships with partners for referrals.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Education

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

Job description

RBC in North Bay seeks a client-focused Banking Advisor to engage with clients in-branch and in the community, guiding them through everyday banking, investments, and referrals. You will demonstrate digital banking tools, educate clients, and drive sales while maintaining strong relationships with partners and clients alike.

The role emphasizes problem solving, ethical conduct, and a passion for client-first service in a dynamic retail banking environment.