Banking Advisor

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

Job summary

An established industry player is seeking a dedicated client advisor to enhance client experiences through proactive engagement and tailored financial solutions. This role emphasizes building strong relationships and delivering exceptional service, ensuring clients receive the best advice and support for their banking needs. With a focus on personal growth and collaboration, you will thrive in a dynamic environment that values innovation and client satisfaction. If you are passionate about helping clients achieve their financial goals and enjoy a target-driven atmosphere, this opportunity is perfect for you.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Opportunities for career advancement

World-class sales training

Supportive team environment

Qualifications

• Passion for client success in a target-driven sales environment.
• Flexibility and eagerness to learn with strong ethics.

Responsibilities

• Engage proactively with clients to uncover needs and provide advice.
• Respond to client inquiries and assist with financial transactions.
• Maintain relationships with partners to maximize business opportunities.

Skills

Client-focused sales expertise

Problem-solving skills

Relationship-building skills

Digital literacy

Education

Mutual Funds accreditation

Canadian Securities Course

Job description

Job Summary

Job Description

What is the opportunity?

This position leverages your client-focused sales expertise and problem-solving skills to maximize each client interaction. You will assist clients with their banking, credit, and investment needs, adding value during key moments and collaborating with RBC partners to help clients achieve their goals. Whether demonstrating digital banking, onboarding new clients, or referring complex opportunities to specialists, your expertise will contribute to meaningful client experiences, driving satisfaction and loyalty.

What will you do?

1. Engage proactively with clients in branches and the community to uncover needs, provide advice, and identify sales opportunities.
2. Focus on client education and demonstrations, leveraging technology to enhance the client experience, drive sales, and retain business.
3. Respond to client-initiated contacts, assisting with a range of financial transactions.
4. Listen actively to understand individual client needs.
5. Take ownership of resolving and preventing banking issues.
6. Maintain relationships with partners to maximize business opportunities and referrals.

What do you need to succeed?

Must-have

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

Nice-to-have

• Experience in building rapport and maintaining client relationships in the financial or service industry

What’s in it for you?

We foster growth through challenging work, innovative thinking, and collaboration to deliver trusted advice, helping clients and communities thrive. We value diversity, potential, and making a difference.

• Competitive compensation, bonuses, and flexible benefits
• Opportunities for career advancement
• World-class sales training and development
• Supportive, collaborative team environment with top-tier tools and training
• Potential for career growth within RBC

Job Skills

Additional Job Details

Address: 1055 BRONTE ST S, MILTON

City: MILTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-09

Application Deadline: 2025-05-23

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 with diverse perspectives is key to our growth. We support a workplace where employees feel valued, collaborate effectively, innovate, and grow professionally, aligning with our Purpose and creating value for clients and communities. RBC is committed to policies and programs that foster respect, belonging, and opportunity for all.

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