Banking Advisor

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

Job summary

A leading Canadian bank in Parry Sound is seeking a client-focused individual to enhance client interactions in banking and investment services. The role requires strong problem-solving and communication skills, as well as digital literacy. Candidates should be eager to learn and possess Mutual Funds accreditation or a willingness to obtain it. Competitive compensation, bonuses, and opportunities for career advancement are offered.

Benefits

Competitive compensation

Bonuses

Career advancement opportunities

Qualifications

• Goal-oriented individual with a passion for putting clients first.
• Problem-solving and people skills with strong relationship-building abilities.
• Flexibility and a drive to succeed.

Responsibilities

• Engage with clients in the branch and community to uncover banking needs.
• Focus on client education and using technology to enhance experiences.
• Respond to client inquiries regarding financial transactions.

Skills

Advice Based Solutions

Client Centricity

Communication

Critical Thinking

Digital Literacy

Education

Mutual Funds accreditation or willingness to obtain

Job description

Job Description

What is the opportunity?

This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as 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)
• Goal-oriented individual with a demonstrated passion for putting clients first.
• 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 drive to succeed
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry
• Bilingual (French/English), considered a strong asset.

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: 1 PINE DR: PARRY SOUND
• City: Parry Sound
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-02-27
• Application Deadline: 2025-12-05 (applications accepted until 11:59 PM the day prior to the deadline)

Inclusion and Equal Opportunity Employment

At 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.

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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.