Traveling Banking Advisor — Client-Centric Financial Solutions

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

Job summary

A leading Canadian bank in Berthierville seeks a client-focused sales professional to enhance client interactions. You will help clients with banking, credit, and investment needs, ensuring they have an exceptional experience. The ideal candidate must possess mutual funds accreditation and demonstrate strong relationship-building skills. This position offers comprehensive rewards and professional development opportunities in a collaborative environment.

Benefits

Comprehensive Total Rewards Program

World-class training in financial services

Career development opportunities

Supportive leadership for personal development

Qualifications

• Demonstrated passion for putting clients first in a target-driven sales environment.
• Problem-solving and people skills with the ability to connect with clients.
• Flexibility, eagerness to learn, and strong personal ethics.

Responsibilities

• Engage with clients to uncover banking needs and provide advice.
• Focus on client education and use of digital banking options.
• Listen to clients to understand their needs and resolve issues.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation

Job description

A leading Canadian bank in Berthierville seeks a client-focused sales professional to enhance client interactions. You will help clients with banking, credit, and investment needs, ensuring they have an exceptional experience. The ideal candidate must possess mutual funds accreditation and demonstrate strong relationship-building skills. This position offers comprehensive rewards and professional development opportunities in a collaborative environment.