Banking Advisor

0000055739 RBC Insurance Agency Ltd.; North Battleford; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in North Battleford seeks a client-focused individual to engage with customers, understand their banking needs, and leverage technology to enhance their experience. Ideal candidates will have mutual funds accreditation, strong problem-solving abilities, and a drive to succeed in a target-driven sales environment.

Benefits

Comprehensive Total Rewards Program

Career advancement opportunities

World-class sales training

Qualifications

• Must have a Mutual Funds accreditation or willingness to obtain it.
• Demonstrated passion for putting clients first in a sales environment.
• Strong problem-solving and interpersonal skills.

Responsibilities

• Engage with clients to understand their banking needs.
• Leverage technology to enhance client experiences.
• Resolve client banking problems proactively.

Skills

Client Centricity

Problem-solving skills

Digital literacy

Communication

Critical Thinking

Education

Mutual Funds accreditation

Job description

time left to apply End Date: August 8, 2025 (5 days left to apply)

job requisition id R-0000133692

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, Curiosity, Data Analysis, Digital Literacy

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, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address:

1101 101 ST:NORTH BATTLEFORD

City:

North Battleford

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-14

Application Deadline:

2025-08-08

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.

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About Us

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com .

We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact .