Banking Advisor
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs while driving sales and referrals.
Role type
Banking Advisor (Sales & Client Service)
Builds
Client relationships and sales/referral pipelines for RBC Personal & Commercial Banking
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client education, sales, problem-solving, digital literacy, relationship building, financial transactions
Preferred skills
Mutual Funds accreditation (Canadian Securities Course), track record in finance/service sector
Responsibilities
Proactively engage clients to uncover needs and identify sales opportunities, demonstrate digital banking tools, assist with financial transactions, resolve client banking problems, cultivate partner relationships for referrals
Seniority
Individual Contributor, entry-to-mid level