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Banking Advisor

RBC

Hamilton

On-site

CAD 60,000 - 80,000

Full time

3 days ago
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Job summary

A leading Canadian bank is seeking a client-focused sales expert in Hamilton. This role involves engaging clients, resolving banking issues, and providing financial advice. Candidates should have or be willing to obtain Mutual Funds accreditation and demonstrate strong sales and relationship-building skills. A full-time opportunity with extensive career development and rewards awaits.

Benefits

Competitive compensation
Bonuses
Flexible benefits
World-class sales training
Career advancement opportunities

Qualifications

  • Strong passion for putting clients first in a sales environment.
  • Demonstrated problem-solving and relationship-building skills.
  • Flexibility and eagerness to learn in a dynamic role.
  • Digital literacy across various devices.

Responsibilities

  • Engage proactively with clients to identify banking needs.
  • Provide client education and support using technology.
  • Assist clients with a range of financial transactions.
  • Resolve client banking problems proactively.
  • Build and maintain relationships with partners.

Skills

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

Education

Mutual Funds accreditation or willingness to obtain it
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 (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: 545 RYMAL RD E:HAMILTON
  • City: Hamilton
  • Country: Canada
  • Work hours/week: 37.5
  • Employment Type: Full time
  • Platform: PERSONAL & COMMERCIAL BANKING
  • Job Type: Regular
  • Pay Type: Salaried
  • Posted Date: 2025-10-24
  • Application Deadline: 2025-11-07

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

I nclusion 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. We strive to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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