Investment-Focused Banking Advisor at RBC

Join RBC as an Investment-Focused Banking Advisor in Saint-Jérôme, where your expertise will guide clients through banking, credit, and investment solutions. Help enhance client satisfaction through effective relationship management.
As part of a high-performing team, this full-time role emphasizes client education and collaboration. You will highlight the value of digital banking, ensuring clients feel empowered to manage their finances effectively while fostering strong connections with community partners.
Key Responsibilities:
• Identify and engage with client banking needs through outreach
• Drive sales through effective client education and technology use
• Facilitate a full range of financial transactions
• Tune into client conversations to understand needs better
• Handle client issues with a proactive, solution-oriented mindset
Requirements:
• Mutual Funds accreditation needed soon after hiring
• Experience thriving in a sales-driven environment