Financial Services Advisor - Banking & Investments

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

Job summary

A leading financial institution in Burlington seeks a client-focused representative to engage with clients and help them with their banking and investment needs. This role involves proactive client interaction, leveraging technology for better client experiences, and collaborating with colleagues to drive client satisfaction. Candidates should possess mutual funds accreditation and strong communication skills. This position offers competitive compensation and opportunities for advancement.

Benefits

Comprehensive Total Rewards Program

Continued career advancement opportunities

World-class training and development

Qualifications

• Demonstrated passion for putting clients first in a sales environment.
• Strong problem-solving and relationship-building skills.
• Flexibility, eagerness to learn, and strong personal ethics.

Responsibilities

• Engage with clients to uncover banking needs and provide advice.
• Focus on client education using digital tools.
• Proactively resolve client banking problems.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curiosity

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation

Job description

A leading financial institution in Burlington seeks a client-focused representative to engage with clients and help them with their banking and investment needs. This role involves proactive client interaction, leveraging technology for better client experiences, and collaborating with colleagues to drive client satisfaction. Candidates should possess mutual funds accreditation and strong communication skills. This position offers competitive compensation and opportunities for advancement.