Banking Advisor Intern - Squamish Branch
Core
Client-focused sales role helping clients with everyday banking, credit, and investment needs while driving sales and referrals.
Role type
Banking Advisor (Sales)
Builds
Client relationships and sales/referral pipelines for RBC Personal & Commercial Banking
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course), client education, digital literacy, problem-solving, relationship building, sales execution
Responsibilities
Proactively engage clients to uncover banking needs and identify sales/referral opportunities; assist with full range of financial transactions; demonstrate digital banking tools; resolve client banking problems; cultivate partner relationships for referrals
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