Client-Focused Banking Advisor, Travel Between Branches

RBC; Terrebonne; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Total Rewards Program

World-class training

Career development across geographies

Job summary

RBC in Mascouche, Canada, is seeking a customer-focused banking professional to proactively engage clients, educate on digital tools, and facilitate transactions. You will identify opportunities, resolve issues, and collaborate with partners to deliver tailored financial solutions.

The role emphasizes delivering exceptional client experiences, cross-selling opportunities, and maintaining strong client relationships in a dynamic branch environment. English/French bilingualism is required.

Qualifications

• Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
• Proven client-first mindset and success in a target-driven sales environment
• Strong problem-solving and relationship-building abilities
• Flexibility, eagerness to learn, and strong ethics
• Digital literacy across devices (smartphones, tablets, laptops)
• Bilingual English/French required to serve diverse clients

Responsibilities

• Proactively engage with clients in branch and community to identify needs and sales opportunities
• Demonstrate and educate clients using technology to enhance the banking experience
• Assist with a full range of financial transactions, responding to client inquiries
• Listen actively to understand client needs and tailor solutions
• Own the resolution of client banking problems and follow through
• Collaborate with RBC partners to leverage opportunities and referrals

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Job description

RBC in Mascouche, Canada, is seeking a customer-focused banking professional to proactively engage clients, educate on digital tools, and facilitate transactions. You will identify opportunities, resolve issues, and collaborate with partners to deliver tailored financial solutions.

The role emphasizes delivering exceptional client experiences, cross-selling opportunities, and maintaining strong client relationships in a dynamic branch environment. English/French bilingualism is required.