Banking Advisor
On-site · Coquitlam, British Columbia, Canada
Job Summary
Banking Advisor at RBC in Coquitlam, BC, focuses on proactive client engagement across the branch and community to uncover banking needs, provide guidance on everyday banking, credit, and investments, educate clients on digital banking, onboard new clients, and refer opportunities to specialists. Builds and maintains strong client relationships, collaborates with RBC partners to drive sales and referrals, responds to client inquiries, resolves issues, and delivers memorable client experiences to drive satisfaction and loyalty. Requires Mutual Funds accreditation and demonstrates client-centric sales, problem-solving, and digital-literacy skills to support a broad range of financial transactions and services.
Required Qualifications
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
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