Relationship Banking Advisor

RBC; Winkler; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in Canada is looking for a Client Advisor in Winkler to engage with clients and provide tailored financial solutions. This role emphasizes client satisfaction through proactive engagement and effective problem-solving. Ideal candidates will have mutual funds accreditation or a willingness to obtain it, along with strong communication and relationship-building skills. Competitive salary and benefits are included, with opportunities for advancement and training in a supportive environment.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Career advancement opportunities

Sales training and development

Qualifications

• Mutual Funds accreditation, or willingness to obtain it.
• Demonstrated passion for putting clients first.
• Problem-solving and people skills necessary to build relationships.

Responsibilities

• Engage proactively with clients to uncover banking needs.
• Educate and demonstrate banking technologies.
• Assist clients with financial transactions.

Skills

Client Centricity

Digital Literacy

Communication

Critical Thinking

Problem Solving

Data Analysis

Education

Mutual Funds accreditation

Job description

A leading bank in Canada is looking for a Client Advisor in Winkler to engage with clients and provide tailored financial solutions. This role emphasizes client satisfaction through proactive engagement and effective problem-solving. Ideal candidates will have mutual funds accreditation or a willingness to obtain it, along with strong communication and relationship-building skills. Competitive salary and benefits are included, with opportunities for advancement and training in a supportive environment.