Banking Advisor

RBC

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

Posted 11/9/2026full-timeNorth Bay • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client engagement and relationship-building skills, with a focus on problem-solving and delivering exceptional client experiences. Proficient in leveraging digital tools to enhance service delivery and drive sales in a target-driven environment.

Highest-signal resume keywords

Mutual Funds AccreditationClient Relationship ManagementSales ExperienceProblem-Solving SkillsDigital Literacy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Active ListeningInterpersonal SkillsFlexibilityEagerness to LearnStrong Personal Ethics

Tools & Technologies

SmartphonesTabletsLaptops

Certifications & Qualifications

Investment Funds in CanadaCanadian Securities Course

Industry Keywords

Financial TransactionsClient EducationSales OpportunitiesReferral OpportunitiesClient Experience

About the role

Key responsibilities & impact

Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and 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

Requirements

What you’ll need

Mutual Funds accreditation (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.)
Availability to work all open business hours
Nice-to-have: Track record in building rapport and maintaining client relationships within the financial or service industry

Benefits

Comp & perks

A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Continued opportunities for career advancement
World-class sales training, coaching, and development opportunities
Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
Opportunity to achieve great success and grow your career with RBC