Financial Advisor
Core
Client-focused advisor helping clients with everyday banking, credit, and investment needs while driving sales and referrals.
Role type
Front-line banking advisor (trainee)
Builds
Client relationships and sales/referral pipelines for RBC Personal & Commercial Banking
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Mutual Funds accreditation, client education, problem-solving, digital literacy, relationship building
Responsibilities
Proactively engage clients to uncover banking needs, assist with financial transactions, resolve client problems, and refer complex opportunities to specialists