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Retail Banking Jobs in Canada

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Private Banking Associate at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Retail Banking, Client Service, Organizational Skills, Ms Office, English Fluency, Mandarin Fluency, Cantonese Fluency, Investment Fundamentals, Relationship Management, Sales Pipeline Management, Transaction Processing, Wire Transfers
Specialization
Candidates must have 2-3 years of retail banking experience and fluency in English, and/or Mandarin and Cantonese. A degree in Commerce or Business Administration and certifications like IFIC or CSC are considered assets.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Steinbach, Manitoba, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and demonstrate strong digital literacy. A goal-oriented mindset with a passion for client service and relationship management is required.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Greater Sudbury, Ontario, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and demonstrate success in a target-driven sales environment. Digital literacy and the flexibility to work all open business hours are also required.
Banking Advisor at Royal Bank of Canada
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and have a proven track record in a target-driven sales environment. Strong digital literacy and the ability to build professional relationships are essential.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Coquitlam, British Columbia, Canada - Full Time
Skills Needed
Sales, Problem Solving, Client Relationship Management, Financial Transactions, Digital Literacy, Investment Advice, Credit Services, Communication, Active Listening, Mutual Funds Accreditation, Client Education, Referral Management, Technology Leverage, Business Development, Target Driven Sales
Specialization
Candidates must possess Mutual Funds accreditation and demonstrate a strong background in target-driven sales environments. Excellent interpersonal skills, digital literacy, and the ability to work flexible business hours are essential for this role.
Banking Advisor at Royal Bank of Canada
District of North Vancouver, British Columbia, Canada - Full Time
Skills Needed
Sales, Problem Solving, Client Relations, Financial Transactions, Digital Literacy, Mutual Funds, Active Listening, Relationship Management, Customer Service, Financial Advice, Investment Knowledge, Communication Skills
Specialization
Candidates must possess Mutual Funds accreditation and demonstrate a strong background in target-driven sales environments. Excellent interpersonal skills, digital literacy, and the ability to build lasting client relationships are essential for success in this role.
Banking Advisor at Royal Bank of Canada
City of Leduc, Alberta, Canada - Full Time
Skills Needed
Sales, Problem Solving, Client Service, Financial Transactions, Relationship Management, Digital Literacy, Mutual Funds, Communication, Critical Thinking, Data Analysis, Client Discovery, Advice Based Solutions
Specialization
Candidates must possess Mutual Funds accreditation and demonstrate a strong passion for client-focused sales in a target-driven environment. Proficiency in digital tools and the ability to build strong, professional relationships are essential for success in this role.
Banking Advisor at Royal Bank of Canada
Owen Sound, Ontario, Canada - Full Time
Skills Needed
Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Specialization
Candidates should possess strong skills in communication, critical thinking, and data analysis, along with a curious mindset. The position requires a client-centric approach to delivering banking solutions.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
, Manitoba, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and demonstrate success in a target-driven sales environment. Digital literacy and the flexibility to work all open business hours are also required.
Banking Advisor at Royal Bank of Canada
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Discovery, Data Analysis, Digital Literacy, Sales, Problem Solving, Relationship Management, Financial Transactions, Client Education, Referral Generation
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and have a proven track record in a target-driven sales environment. Strong digital literacy and the ability to build professional relationships are essential for success in this role.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Rosser, Manitoba, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions, Client Education, Mutual Funds Accreditation
Specialization
Candidates must possess Mutual Funds accreditation, such as the Investment Funds in Canada or Canadian Securities Course. Strong interpersonal skills, digital literacy, and a goal-oriented mindset are essential for success in this role.
Banking Advisor at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and have a proven track record in a target-driven sales environment. Digital literacy and the ability to build strong client relationships are essential.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Edson, Alberta, Canada - Full Time
Skills Needed
Client Focused Sales Expertise, Problem Solving, Banking, Credit, Investment Needs, Client Education, Digital Banking, Client Onboarding, Relationship Building, Sales, Referral Opportunities, Financial Transactions, Proactive Ownership, Team Collaboration, Digital Literacy, Ethics
Specialization
Candidates must possess Mutual Funds accreditation, a demonstrated passion for client service, and success in a hands-on, target-driven sales environment. Essential skills include problem-solving, strong interpersonal abilities, flexibility, eagerness to learn, strong ethics, and digital literacy.
Banking Advisor Intern at Royal Bank of Canada
Cambridge, Ontario, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and demonstrate a passion for target-driven sales and client service. Digital literacy and availability to work all open business hours are also required.
Banking Advisor Intern at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Specialization
Candidates should possess strong communication and critical thinking skills with a curious mindset. The role requires a client-centric approach to service and the ability to work effectively within a collaborative team environment.
Private Banking Advisor at Royal Bank of Canada
Victoria, British Columbia, Canada - Full Time
Skills Needed
Client Relationship Management, Financial Advice, Business Development, Banking Reviews, Financial Literacy, Cash Management, Investment Fundamentals, Problem Solving, Analytical Skills, Organizational Skills
Specialization
Requires at least two years of financial services experience and completion of the IFC and/or CSC certifications. Candidates should possess strong relationship management skills and a willingness to complete PFSA or Fundamentals of Personal Finance courses.
Experience Required
Minimum 2 year(s)
English Banking Advisor at Tech Systems
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Customer Service, Call Centre, Banking, Communication, Problem Solving, Time Management, Digital Literacy, Multitasking, Relationship Building, Compliance, Keyboarding, Technical Support
Specialization
Candidates must have at least 6 months of call centre or phone-based customer service experience and fluency in English. The role requires the ability to work a hybrid schedule and flexibility to work shifts, including weekends.
Commercial Banking Analyst at First Nations Bank of Canada
Saskatoon, Saskatchewan, Canada - Full Time
Skills Needed
Business Lending, Financial Analysis, Risk Assessment, Credit Packaging, Due Diligence, Pricing Models, Portfolio Monitoring, Microsoft Excel, Microsoft Word, Credit Structuring, Analytical Thinking, Time Management, Professionalism, Communication, Attention To Detail, Prioritization
Specialization
Candidates must have a post-secondary degree in business (BComm or MBA) and experience in business lending and financial analysis. Proficiency in MS Office and strong analytical skills are required to meet time-sensitive deadlines.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Milton, Ontario, Canada - Full Time
Skills Needed
Customer Service, Financial Advice, Consultative Sales, Relationship Management, Risk Management, Digital Banking Proficiency, Problem Solving, Interpersonal Communication, Operational Support, Compliance, Needs Based Selling, Collaboration
Specialization
Requires 1-2 years of relevant experience or education, with a strong drive for consultative sales and customer experience. Candidates in Canada must complete investment product registration within 12 months.
Personal Banking Associate at Bank of Montreal
Ottawa, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Digital Options Guidance, Needs Based Conversation, Operational Support, Risk Management, Compliance, Interpersonal Skills, Problem Solving, Communication Skills, Organization Skills, Analytical Skills, Consultative Sales, Teamwork, Initiative
Specialization
Candidates typically need between 1 to 2 years of relevant experience or equivalent education, along with confidence in using digital tools like tablets and smartphones. A passion for helping customers, a drive for personal customer experience, and strong interpersonal and problem-solving skills are essential for success in this consultative sales environment.
Private Banking Associate at Royal Bank of Canada
Vancouver, British Columbia, Canada -
Full Time

Start Date

Immediate

Expiry Date

07 Aug, 26

Salary

0.0

Posted On

09 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Retail Banking, Client Service, Organizational Skills, MS Office, English Fluency, Mandarin Fluency, Cantonese Fluency, Investment Fundamentals, Relationship Management, Sales Pipeline Management, Transaction Processing, Wire Transfers

Industry

Financial Services

Description
Job Description What is the opportunity? As a key member of the client relationship team, the Private Banking Associate International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all activities. What will you do? As Private Banking Associate, you will meet with all new clients and outline how the PBA role provides support as part of the relationship team You will act as primary contact for new and existing client's needs, coordinating sales and fulfillment with product and service specialists As one who thrives on finding the solution, you will ensure problems are resolved to the client’s satisfaction, and you will advise the Private Banker of potential escalation/major issues. As a sales and client service professional, you will maximize opportunities with clients to enhance retention, revenue growth and referrals You will also assist the client with any requests they may have, for example processing daily transactions, wire transfers and daily term investment renewals Using your technological knowledge, you will also maximize the use of technology (Financial Literacy, Family Snapshot, Sales Pipeline, etc.) to maintain data integrity, documenting all relevant client sales and service contacts and results. As part of the International Private Banking Team, you may be required to work out of our Marine Gateway (South Vancouver) or Downtown Vancouver What do you need to succeed? Must-have A minimum of 2-3 years retail banking experience Strong working knowledge of MS Office Proven client service skills Excellent organizational skills Must be fluent in English, and/or Mandarin and Cantonese Support from your Manager to apply to this role May be based out of the Marine Gateway (South Vancouver) or Downtown Vancouver Office Nice-to-have Completion of IFIC and /or CSC Post-secondary education in Commerce or Business Administration Basic understanding of investment fundamentals and thorough understanding of RBC products and services What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program which include competitive compensation and flexible benefits Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Additional Job Details Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City: Vancouver Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-05-08 Application Deadline: 2026-05-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Responsibilities
The Private Banking Associate develops sales and service solutions through regular client interactions and provides direct support to International Private Banking clients. Key duties include coordinating with product specialists, processing daily transactions, and maintaining data integrity using technological tools.
Private Banking Associate at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Retail Banking, Client Service, Organizational Skills, Ms Office, English Fluency, Mandarin Fluency, Cantonese Fluency, Investment Fundamentals, Relationship Management, Sales Pipeline Management, Transaction Processing, Wire Transfers
Specialization
Candidates must have 2-3 years of retail banking experience and fluency in English, and/or Mandarin and Cantonese. A degree in Commerce or Business Administration and certifications like IFIC or CSC are considered assets.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Steinbach, Manitoba, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and demonstrate strong digital literacy. A goal-oriented mindset with a passion for client service and relationship management is required.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Greater Sudbury, Ontario, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and demonstrate success in a target-driven sales environment. Digital literacy and the flexibility to work all open business hours are also required.
Banking Advisor at Royal Bank of Canada
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and have a proven track record in a target-driven sales environment. Strong digital literacy and the ability to build professional relationships are essential.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Coquitlam, British Columbia, Canada - Full Time
Skills Needed
Sales, Problem Solving, Client Relationship Management, Financial Transactions, Digital Literacy, Investment Advice, Credit Services, Communication, Active Listening, Mutual Funds Accreditation, Client Education, Referral Management, Technology Leverage, Business Development, Target Driven Sales
Specialization
Candidates must possess Mutual Funds accreditation and demonstrate a strong background in target-driven sales environments. Excellent interpersonal skills, digital literacy, and the ability to work flexible business hours are essential for this role.
Banking Advisor at Royal Bank of Canada
District of North Vancouver, British Columbia, Canada - Full Time
Skills Needed
Sales, Problem Solving, Client Relations, Financial Transactions, Digital Literacy, Mutual Funds, Active Listening, Relationship Management, Customer Service, Financial Advice, Investment Knowledge, Communication Skills
Specialization
Candidates must possess Mutual Funds accreditation and demonstrate a strong background in target-driven sales environments. Excellent interpersonal skills, digital literacy, and the ability to build lasting client relationships are essential for success in this role.
Banking Advisor at Royal Bank of Canada
City of Leduc, Alberta, Canada - Full Time
Skills Needed
Sales, Problem Solving, Client Service, Financial Transactions, Relationship Management, Digital Literacy, Mutual Funds, Communication, Critical Thinking, Data Analysis, Client Discovery, Advice Based Solutions
Specialization
Candidates must possess Mutual Funds accreditation and demonstrate a strong passion for client-focused sales in a target-driven environment. Proficiency in digital tools and the ability to build strong, professional relationships are essential for success in this role.
Banking Advisor at Royal Bank of Canada
Owen Sound, Ontario, Canada - Full Time
Skills Needed
Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Specialization
Candidates should possess strong skills in communication, critical thinking, and data analysis, along with a curious mindset. The position requires a client-centric approach to delivering banking solutions.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
, Manitoba, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and demonstrate success in a target-driven sales environment. Digital literacy and the flexibility to work all open business hours are also required.
Banking Advisor at Royal Bank of Canada
Regina, Saskatchewan, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Discovery, Data Analysis, Digital Literacy, Sales, Problem Solving, Relationship Management, Financial Transactions, Client Education, Referral Generation
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and have a proven track record in a target-driven sales environment. Strong digital literacy and the ability to build professional relationships are essential for success in this role.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Rosser, Manitoba, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions, Client Education, Mutual Funds Accreditation
Specialization
Candidates must possess Mutual Funds accreditation, such as the Investment Funds in Canada or Canadian Securities Course. Strong interpersonal skills, digital literacy, and a goal-oriented mindset are essential for success in this role.
Banking Advisor at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales, Financial Transactions
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and have a proven track record in a target-driven sales environment. Digital literacy and the ability to build strong client relationships are essential.
Experience Required
Minimum 2 year(s)
Banking Advisor at Royal Bank of Canada
Edson, Alberta, Canada - Full Time
Skills Needed
Client Focused Sales Expertise, Problem Solving, Banking, Credit, Investment Needs, Client Education, Digital Banking, Client Onboarding, Relationship Building, Sales, Referral Opportunities, Financial Transactions, Proactive Ownership, Team Collaboration, Digital Literacy, Ethics
Specialization
Candidates must possess Mutual Funds accreditation, a demonstrated passion for client service, and success in a hands-on, target-driven sales environment. Essential skills include problem-solving, strong interpersonal abilities, flexibility, eagerness to learn, strong ethics, and digital literacy.
Banking Advisor Intern at Royal Bank of Canada
Cambridge, Ontario, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy, Problem Solving, Relationship Building, Sales
Specialization
Candidates must possess Mutual Funds accreditation (IFC or CSC) and demonstrate a passion for target-driven sales and client service. Digital literacy and availability to work all open business hours are also required.
Banking Advisor Intern at Royal Bank of Canada
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Specialization
Candidates should possess strong communication and critical thinking skills with a curious mindset. The role requires a client-centric approach to service and the ability to work effectively within a collaborative team environment.
Private Banking Advisor at Royal Bank of Canada
Victoria, British Columbia, Canada - Full Time
Skills Needed
Client Relationship Management, Financial Advice, Business Development, Banking Reviews, Financial Literacy, Cash Management, Investment Fundamentals, Problem Solving, Analytical Skills, Organizational Skills
Specialization
Requires at least two years of financial services experience and completion of the IFC and/or CSC certifications. Candidates should possess strong relationship management skills and a willingness to complete PFSA or Fundamentals of Personal Finance courses.
Experience Required
Minimum 2 year(s)
English Banking Advisor at Tech Systems
Winnipeg, Manitoba, Canada - Full Time
Skills Needed
Customer Service, Call Centre, Banking, Communication, Problem Solving, Time Management, Digital Literacy, Multitasking, Relationship Building, Compliance, Keyboarding, Technical Support
Specialization
Candidates must have at least 6 months of call centre or phone-based customer service experience and fluency in English. The role requires the ability to work a hybrid schedule and flexibility to work shifts, including weekends.
Commercial Banking Analyst at First Nations Bank of Canada
Saskatoon, Saskatchewan, Canada - Full Time
Skills Needed
Business Lending, Financial Analysis, Risk Assessment, Credit Packaging, Due Diligence, Pricing Models, Portfolio Monitoring, Microsoft Excel, Microsoft Word, Credit Structuring, Analytical Thinking, Time Management, Professionalism, Communication, Attention To Detail, Prioritization
Specialization
Candidates must have a post-secondary degree in business (BComm or MBA) and experience in business lending and financial analysis. Proficiency in MS Office and strong analytical skills are required to meet time-sensitive deadlines.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Milton, Ontario, Canada - Full Time
Skills Needed
Customer Service, Financial Advice, Consultative Sales, Relationship Management, Risk Management, Digital Banking Proficiency, Problem Solving, Interpersonal Communication, Operational Support, Compliance, Needs Based Selling, Collaboration
Specialization
Requires 1-2 years of relevant experience or education, with a strong drive for consultative sales and customer experience. Candidates in Canada must complete investment product registration within 12 months.
Personal Banking Associate at Bank of Montreal
Ottawa, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Digital Options Guidance, Needs Based Conversation, Operational Support, Risk Management, Compliance, Interpersonal Skills, Problem Solving, Communication Skills, Organization Skills, Analytical Skills, Consultative Sales, Teamwork, Initiative
Specialization
Candidates typically need between 1 to 2 years of relevant experience or equivalent education, along with confidence in using digital tools like tablets and smartphones. A passion for helping customers, a drive for personal customer experience, and strong interpersonal and problem-solving skills are essential for success in this consultative sales environment.