Mandarin-Speaking Banking Advisor (Ottawa)

RBC; Ottawa; On-site; CAD 52,000 - 76,000; Full time

Job summary

RBC in Ottawa seeks Banking Advisor candidates to engage clients across branches and communities, helping with everyday banking, credit and investment needs. You will educate clients, demonstrate digital banking tools, onboard new customers, and refer complex opportunities to specialists to enhance client experiences.

The role requires a client-focused, sales-driven mindset, strong problem-solving abilities, and excellent communication.

Qualifications

• Mutual Funds accreditation, or willingness to obtain it (Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first, in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.)
• Availability to work all open business hours

Responsibilities

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Job description

RBC in Ottawa seeks Banking Advisor candidates to engage clients across branches and communities, helping with everyday banking, credit and investment needs. You will educate clients, demonstrate digital banking tools, onboard new customers, and refer complex opportunities to specialists to enhance client experiences.

The role requires a client-focused, sales-driven mindset, strong problem-solving abilities, and excellent communication.