Banking Advisor

RBC; Barrie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Barrie, Ontario, is seeking a Client Advisor to enhance client experiences and drive sales. The ideal candidate should possess Mutual Funds accreditation or a willingness to obtain it, demonstrate passion for client satisfaction, and have strong problem-solving and interpersonal skills. This role offers competitive compensation and benefits, with ongoing training and opportunities for career advancement. Join a collaborative team focused on client success and community impact.

Benefits

Competitive compensation

Bonuses and flexible benefits

Career advancement opportunities

World-class sales training

Collaborative team environment

Qualifications

• Willingness to obtain Mutual Funds accreditation (e.g., Investment Funds in Canada).
• Passion for putting clients first in a sales environment.
• Strong problem-solving and people skills.
• Eagerness to learn and strong personal ethics.
• Digital literacy required across various devices.
• Availability to work all open business hours.

Responsibilities

• Engage proactively with clients to uncover banking needs and provide advice.
• Focus on client education and use technology to improve client experience.
• Assist clients with a range of financial transactions.
• Listen and engage with clients to understand their needs.
• Take ownership of resolving client banking issues.
• Maintain relationships with partners for business opportunities.

Skills

Client Centricity

Communication

Problem-solving

Digital Literacy

Critical Thinking

Data Analysis

Education

Mutual Funds accreditation

Job description

Job Description

What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem‑solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on‑boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

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

What do you need to succeed?

Must‑have

• Mutual Funds accreditation, or willingness to obtain it (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

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 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

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy