Travel-Ready Banking & Investment Advisor

RBC; Elkview (WV); On-site; USD 43,000 - 54,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

World-class training

Career development

Job summary

RBC Beaconsfield is seeking a client-focused Banking Advisor to support everyday banking, credit, and investment needs. The role requires the ability to travel between RBC locations and deliver exceptional client service.

You will engage with clients, educate them on digital banking, and collaborate with partners to identify opportunities and referrals. A strong focus on client outcomes and ethical conduct is essential.

Qualifications

• Mutual Funds accreditation or willingness to obtain it.
• Proven ability to succeed in a target-driven sales environment.
• Strong problem-solving and people skills with client focus.
• Flexibility, eagerness to learn, and high ethical standards.
• Digital literacy across devices (phones, tablets, laptops).
• Fluency in English and French required for regular client service.

Responsibilities

• Proactively engage with clients at the branch and in the community to uncover banking needs and opportunities.
• Educate clients and demonstrate use of digital banking to enhance experiences and drive sales.
• Assist clients with a full range of financial transactions and respond to inquiries.
• Listen actively to understand individual client needs and build trust.
• Collaborate with RBC partners to maximize referrals and opportunities.

Skills

Client-centric sales

Problem solving

People skills

Digital literacy

Bilingual English/French

Ethics and integrity

Education

Mutual Funds accreditation

Canadian Securities Course

Job description

RBC Beaconsfield is seeking a client-focused Banking Advisor to support everyday banking, credit, and investment needs. The role requires the ability to travel between RBC locations and deliver exceptional client service.

You will engage with clients, educate them on digital banking, and collaborate with partners to identify opportunities and referrals. A strong focus on client outcomes and ethical conduct is essential.