Banking Advisor

RBC; Burlington; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a client-focused sales expert to enhance customer experiences in banking. In this dynamic role, you will engage with clients, identify their needs, and provide tailored advice while leveraging technology to improve their banking interactions. This position offers the opportunity to grow within a supportive and progressive environment, where your contributions will make a meaningful impact on client satisfaction and loyalty. If you are passionate about helping clients achieve their financial goals, this role is perfect for you.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Bonuses

Flexible benefits

Career advancement opportunities

World-class sales training

Support from a collaborative team

Qualifications

• Must have Mutual Funds accreditation or willingness to obtain it.
• Demonstrated passion for client-first approach and sales success.

Responsibilities

• Engage with clients to uncover banking needs and provide advice.
• Leverage technology to enhance client experience and drive sales.

Skills

Client Centricity

Communication

Problem-solving

Digital Literacy

Critical Thinking

Data Analysis

Curiosity

Advice Based Solutions

Education

Mutual Funds accreditation

Investment Funds in Canada or Canadian Securities Course

Job description

Job Summary

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.

Job Description

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 (e.g., 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 (e.g., smartphones, tablets, laptops, etc.).

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, Curiosity, Data Analysis, Digital Literacy.

Additional Job Details

Address: 15 PLAINS RD E, BURLINGTON

City: BURLINGTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-03-14

Application Deadline: 2025-03-21

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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.