Banking Advisor

Royal Bank of Canada>; Dawson Creek; On-site; CAD 50,000 - 75,000; Full time

Job summary

A leading financial institution in Dawson Creek is seeking a Client Specialist on an 18-month contract to join their team. This role involves engaging with clients to provide tailored banking and investment services. Candidates should have a Mutual Funds accreditation and a passion for client success. The position offers competitive compensation along with a supportive team environment.

Benefits

Competitive pay

Bonuses and benefits

Opportunities for career growth

World-class sales training

Qualifications

• Client-focused sales expertise and problem-solving skills are essential.
• Flexibility and eagerness to learn are important traits.
• Digital literacy across various devices is required.

Responsibilities

• Engage proactively with clients to identify needs.
• Educate clients on technology and services.
• Respond to client inquiries effectively.

Skills

Advice-Based Solutions

Client Centricity

Communication

Critical Thinking

Digital Literacy

Education

Mutual Funds accreditation

Job description

Job Summary

Job Description

• THIS IS AN 18 MONTH CONTRACT TO COVER A MATERNITY LEAVE

What is the opportunity?

This position requires your client-focused sales expertise and problem-solving skills to maximize client interactions. You will assist clients with banking, credit, and investment needs, adding value as an RBC ambassador. Your role involves demonstrating digital banking, onboarding new clients, and referring complex cases to specialists, all contributing to memorable client experiences that foster satisfaction and loyalty.

What will you do?

1. Engage proactively with clients in the branch and community to identify needs, provide advice, and spot sales opportunities.
2. Educate clients and demonstrate technology to deliver memorable experiences, drive sales, and retain business.
3. Respond to client-initiated contacts, assisting with a range of financial transactions.
4. Listen actively to understand clients' individual needs.
5. Resolve and prevent banking problems proactively.
6. Maintain relationships with partners to maximize business opportunities and referrals.

What do you need to succeed?

Must-have

• Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course)
• Passion for putting clients first and success in target-driven sales environments
• Problem-solving and relationship-building skills
• Flexibility, eagerness to learn, strong ethics, and a hunger for success
• Digital literacy across devices (smartphones, tablets, laptops, etc.)
• Availability to work all open business hours

Nice-to-have

• Experience building rapport and maintaining client relationships in finance or service industries

What’s in it for you?

We thrive on challenges, growth, and teamwork to deliver trusted advice that helps clients and communities prosper. We care about each other, potential, and mutual success.

• A comprehensive Total Rewards Program including competitive pay, bonuses, and benefits
• Opportunities for career growth
• World-class sales training and development
• Support from a collaborative, high-performing team with excellent tools and training
• Opportunities to succeed and grow with RBC

RBC supports flexible work arrangements where possible. Details to be discussed with the Hiring Manager.

Job Skills

Advice-Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address: 10324 10 ST, DAWSON CREEK, Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-07-29

Application Deadline: 2025-08-08

Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we value diversity and inclusion, fostering a workplace where employees feel supported, collaborate effectively, and grow professionally. We are committed to policies and programs that promote respect, belonging, and opportunity for all.

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