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Jobs / Wealth Manager in Canada
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RC
Royal Bank of Canada·1 day ago
1 day agoBe an early applicant

Banking Advisor

HALIFAX, CanadaFull-timeMid · 2-5 years

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About this role

Join us as a Banking Advisor, where you will engage with clients to address their banking, credit, and investment needs. Utilise your sales expertise and problem-solving skills to deliver tailored advice and support. Ideal for candidates with mutual funds accreditation and a passion for client-focused service.

Skills

  • mutual funds accreditation
  • digital literacy
  • client relationship management
  • sales
  • client discovery
  • problem solving
  • client education
  • financial transactions
  • referral generation
  • investment products knowledge
  • banking products knowledge
  • client onboarding
  • critical thinking
  • curiosity
  • client centricity
  • communication
H1B sponsor likely
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