Banking Advisor helps customers with the daily stuff of banking, credit and investments while also building long term relationships that feel real. In this job, the main thing is getting a clear grasp of what clients are trying to do and then suggesting solid financial ideas in a practical way. Plus, it’s about giving that upbeat, friendly banking experience so people feel comfortable.
You will support clients with financial transactions, introduce digital banking tools and connect them with specialists when needed. The position also involves identifying suitable banking solutions and helping grow long term client relationships.
Royal Bank of Canada is known for investing in its people through learning, career growth and a supportive work place where success is celebrated. If you are ready to build a rewarding banking career, check out the job post below.
Also hiring: Administrative assistant
Employer Details
Company Name : Royal Bank of Canada
Location : Quebec, Quebec, Canada
Salary : $44,000 – $53,000 annually
Job Type : Full time
Start date : As soon as possible
Benefits : Competitive pay, meaningful public service, learning and career growth, supportive team environment, varied project work, professional development, valuable municipal work exposure, collaborative culture
Job Description
- Banking Advisor is a full time position that supports clients with everyday banking and financial guidance.
- The role is based in Québec with mobility between listed branch locations as required.
- The position focuses on client service, sales and relationship building.
- You will work with branch teams and banking partners to support client goals.
Responsibilities
- Engage with clients in the branch and the public to understand their banking needs.
- Provide banking advice and identify suitable products and referral options.
- Teach clients how to use digital banking tools.
- Assist clients with everyday financial transactions.
- Listen carefully to understand each client’s financial needs.
- Resolve client banking concerns and help prevent future issues.
- Build and maintain relationships with banking partners.
- Refer clients with complex financial needs to specialists.
Requirements
- Obtain Mutual Funds accreditation or show willingness to complete the Investment Funds in Canada course or the Canadian Securities Course.
- Show a strong interest in putting clients first and working in a target driven sales environment.
- Can build strong relationships and solve client problems effectively.
- Skilled in using digital devices such as smartphones and tablets and laptops.
- Work background building and maintaining client relationships in the finance or service sector is an asset.
How to Apply?
Take a closer look at this Banking Advisor role by visiting the official job posting below. Apply before the application deadline to be considered for this position.