Client-First Banking Advisor | Growth & Training

RBC; Sault Ste. Marie; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Total rewards program

Bonuses

Flexible benefits

Career advancement

World-class training

Collaborative team

Job summary

RBC is seeking a Customer Advisor to engage clients in branches and communities, uncover banking needs, and provide solutions. You will educate clients using digital tools, drive sales, handle transactions, and nurture partner relationships for referrals.

The role emphasizes listening to individual needs, resolving problems, and delivering a trusted client experience. A strong commitment to client service and ongoing learning is required.

Qualifications

• Mutual Funds accreditation (e.g., Investment Funds in Canada or CSC) is required.
• Passion for putting clients first and success in a target-driven sales environment.
• Strong problem-solving and people skills to build relationships with clients.
• Flexibility, eagerness to learn, and high personal ethics.
• Digital literacy across devices (smartphones, tablets, laptops).

Responsibilities

• Proactively engage with clients in the branch and community to uncover banking needs and identify sales opportunities.
• Educate clients, demonstrate using technology, and deliver a memorable experience while driving sales.
• Respond to client-initiated contact and assist with a full range of financial transactions.
• Actively listen to understand individual needs and resolve client issues.
• Maintain relationships with partners to maximize business opportunities and referrals.
• Proactively resolve and prevent client banking problems.

Skills

Client discovery

Client centricity

Communication

Critical thinking

Data analysis

Digital literacy

Curious mindset

Advice-based solutions

Education

Mutual Funds accreditation

Job description

RBC is seeking a Customer Advisor to engage clients in branches and communities, uncover banking needs, and provide solutions. You will educate clients using digital tools, drive sales, handle transactions, and nurture partner relationships for referrals.

The role emphasizes listening to individual needs, resolving problems, and delivering a trusted client experience. A strong commitment to client service and ongoing learning is required.