Traveling Banking Advisor

RBC; Chaudière-Appalaches; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

World-class training

Career development

Job summary

RBC in Montmagny, Canada, seeks a client-focused banking professional for a full-time role. You will proactively engage with clients in-branch and in the community, uncovering needs, delivering advice, and driving sales while utilizing digital tools.

You will respond to client inquiries, assist with financial transactions, and build strong client relationships to foster loyalty and referrals. Mobility between listed RBC locations is a condition of employment.

Qualifications

• Mutual Funds accreditation or willingness to obtain it.
• Passion for putting clients first and success in a target-driven sales environment.
• Problem-solving and relationship-building with clients.
• Flexibility, eagerness to learn, and strong personal ethics.
• Digital literacy across devices.

Responsibilities

• Proactively engage with clients in-branch and community, uncovering banking needs and referrals.
• Educate clients using technology to deliver memorable experiences and drive sales.
• Assist clients with a full range of financial transactions.
• Listen to understand individual client needs and resolve problems.
• Cultivate relationships with partners to maximize opportunities and referrals.

Education

Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

Job description

RBC in Montmagny, Canada, seeks a client-focused banking professional for a full-time role. You will proactively engage with clients in-branch and in the community, uncovering needs, delivering advice, and driving sales while utilizing digital tools.

You will respond to client inquiries, assist with financial transactions, and build strong client relationships to foster loyalty and referrals. Mobility between listed RBC locations is a condition of employment.