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Jobs / Wealth Manager in Canada
28 days ago
Royal Bank of Canada·28 days ago
28 days ago

Banking Advisor

BERTHIERVILLE, CanadaFull-timeMid · 2-5 yearsWealth Manager

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Must-have skills for this role

  • mutual funds accreditation
  • client relationship management
  • sales
  • client centricity

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What you'll do

  • Engage with clients to address their banking, credit, and investment needs
  • Utilise sales expertise and problem-solving skills to deliver tailored solutions
  • Support client satisfaction

What they're looking for

  • mutual funds accreditation
  • sales experience
  • client service experience

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Become part of our team 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 solutions and support client satisfaction. Ideal for candidates with a passion for client service and hands-on sales experience.

Skills

  • mutual funds accreditation
  • digital literacy
  • client relationship management
  • financial transactions processing
  • client onboarding
  • sales
  • problem solving
  • client discovery
  • client education
  • referral generation
  • critical thinking
  • client centricity
  • curiosity
  • investment products knowledge
  • credit products knowledge
  • partner relationship management
  • client needs assessment

Company

Royal Bank of Canada
BERTHIERVILLE, Canada

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Royal Bank of Canada·first seen 1 Sept 2026·last verified 9 Sept 2026·How we source jobs

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