Travel‑Ready Banking Advisor (Client‑Focused)

RBC; Saint-Jérôme; On-site; CAD 52,000 - 72,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

World-class training program

Career development opportunities

Coaching and development

Dynamic team

Job summary

RBC in Saint-Jérôme is seeking a customer-focused Banking Advisor to assist clients with everyday banking, credit and investment needs. The role requires mobility across branch locations and frequent client interactions to drive satisfaction and growth.

You will educate clients on digital banking tools, respond to inquiries, and collaborate with partners to provide trusted financial guidance while delivering a memorable client experience.

Qualifications

• Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first, as well as success 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 (i.e., smartphones, tablets, laptops, etc.)
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

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 Saint-Jérôme is seeking a customer-focused Banking Advisor to assist clients with everyday banking, credit and investment needs. The role requires mobility across branch locations and frequent client interactions to drive satisfaction and growth.

You will educate clients on digital banking tools, respond to inquiries, and collaborate with partners to provide trusted financial guidance while delivering a memorable client experience.