Banking Advisor

  • 3-5 Year
  • Chicoutimi
  •   Posted On: September 14, 2018
  •   Skills:  Branch Banking Operations, Client Relations, Flexibility, Problem Solving

Job Overview

Roles & Responsibilities

What will you do?

Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities 

Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business

Respond to client-initiated contact, assisting them with a full range of financial transactions

Actively listen and engage clients in conversation to further understand their individual needs

Proactively take ownership of resolving and preventing client banking problems

Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed? 

Must-have 

Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course) 

Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment

Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients

Flexibility, eagerness to learn, strong personal ethics, and a hunger for success

Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

French is required – English is an asset


Nice-to-have 

Track record in building rapport and maintaining client relationships within the financial or service industry

About Royal Bank of Canada

he Royal Bank of Canada History site has been created to remember and celebrate our heritage and the generations of men and women who transformed our company into a leader in Canada and a growing force in countries around the world. Over the years we have invested in the future by delivering quality products, creating jobs, protecting the environment, respecting diversity and making a difference in the communities that we serve. Our shared values of service, teamwork, responsibility, diversity and integrity help guide our behaviours and decisions, inspire us to lead in diversity and inclusion and define what it means to be a responsible corporate citizen. Today, approximately 79,000 client-focused and committed employees help us earn the right to be our clients’ first choice, differentiating us as an exceptional source of advice for the 16 million clients worldwide that we serve.

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