Mobile Banking Advisor - Client-Centric Financial Guidance

RBC; Windsor; On-site; CAD 52,000 - 74,000; Full time

Benefits offered by this job

Total Rewards Program

Career advancement opportunities

World-class sales training

Job summary

RBC is seeking a client-focused Banking Advisor in Windsor to help clients with everyday banking, credit, and investment needs. You will educate clients on digital banking, onboard new clients in-office, and refer complex opportunities to specialists, delivering meaningful experiences and driving loyalty.

The role emphasizes proactive client engagement, collaboration with RBC partners, and a strong emphasis on client-first service within the Windsor market.

Qualifications

• Mutual Funds accreditation (IFC or CSC).
• Goal-oriented with a client-first mindset.
• Strong problem-solving and people skills.
• Flexible, eager to learn, strong ethics, and drive to succeed.
• 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.
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive sales.
• Respond to client-initiated contacts with a full range of financial transactions.
• Actively listen to understand individual client needs.
• Take ownership of resolving and preventing client banking problems.
• Cultivate and maintain relationships with partners to maximize business opportunities and referrals.

Skills

Client-focused

Problem-solving

Digital literacy

Relationship-building

Education

Mutual Funds accreditation (IFC/ CSC)

Tools

Digital banking tools

Job description

RBC is seeking a client-focused Banking Advisor in Windsor to help clients with everyday banking, credit, and investment needs. You will educate clients on digital banking, onboard new clients in-office, and refer complex opportunities to specialists, delivering meaningful experiences and driving loyalty.

The role emphasizes proactive client engagement, collaboration with RBC partners, and a strong emphasis on client-first service within the Windsor market.