Banking Advisor

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

Job summary

A leading Canadian bank is seeking a dedicated professional for a branch role in Melfort. The ideal candidate will proactively engage clients, address their banking needs, and provide exceptional service. A Mutual Funds accreditation is necessary or willing to obtain. This full-time position emphasizes client education and maintaining strong relationships. Opportunities for career advancement and a comprehensive rewards program are included. Join a dedicated team to help clients thrive and grow within the community.

Benefits

Comprehensive Total Rewards Program

Continued opportunities for career advancement

World-class sales training and development

Support from a high-performing team

Qualifications

• Demonstrated passion for putting clients first in a sales environment.
• Flexibility, eagerness to learn, strong ethics, and a hunger for success.
• Digital literacy across various devices is essential.

Responsibilities

• Engage with clients, uncover banking needs, provide advice.
• Focus on client education and leveraging technology for experience.
• Resolve and prevent client banking problems proactively.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation

Job description

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, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address: 201 MAIN ST:MELFORT

City: Melfort

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-07-07

Application Deadline: 2026-01-04

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 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.