Banking Advisor
Role Overview
Supports clients with everyday banking, credit, and investment needs.
Helps clients use digital banking, onboards new clients, and refers complex opportunities to specialists.
Works with RBC partners to support client goals, satisfaction, and loyalty.
Key Skills for This Role
Full Job Posting
Role overview
Supports clients with everyday banking, credit, and investment needs.
Helps clients use digital banking, onboards new clients, and refers complex opportunities to specialists.
Works with RBC partners to support client goals, satisfaction, and loyalty.
Responsibilities
- Engage clients in the branch and community to identify needs, advise, and find sales and referral opportunities.
- Educate clients and demonstrate technology to improve experience, drive sales, and retain business.
- Assist clients with financial transactions and understand their individual needs.
- Resolve and prevent banking problems; maintain partner relationships for business opportunities and referrals.
Must-have qualifications
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
- Client-first approach and success in hands-on, target-driven sales.
- Problem-solving, people skills, relationship-building ability, flexibility, eagerness to learn, and strong personal ethics.
- Digital literacy across devices and availability to work all open business hours.
Nice to have
- Experience building rapport and client relationships in financial or service industries.
Benefits and development
- Total Rewards Program with compensation, bonuses, and flexible benefits.
- Career advancement, sales training, coaching, and development opportunities.
- Collaborative team support and tools.
Work arrangement
- Branch-based role at 480 Hespeler Road, Cambridge, Ontario.
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