Banking Advisor

RBC - Royal Bank; Northwestern Ontario; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a client-focused sales expert to enhance customer experiences in banking. In this dynamic role, you will engage with clients, identify their financial needs, and leverage technology to provide tailored solutions. Your ability to build relationships and solve problems will be crucial in driving client satisfaction and loyalty. With opportunities for career advancement and comprehensive training, this position offers a pathway to grow within a supportive and progressive environment. If you're passionate about helping clients thrive and eager to make a difference, this is the perfect opportunity for you.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Flexible benefits

Career advancement opportunities

World-class sales training

Collaborative team support

Qualifications

• Passion for client-first approach in a target-driven sales environment.
• Willingness to obtain Mutual Funds accreditation.

Responsibilities

• Engage proactively with clients to uncover banking needs and provide advice.
• Resolve client banking problems and maintain strong relationships.

Skills

Problem-solving skills

Client-focused sales expertise

Digital literacy

Relationship building

Education

Mutual Funds accreditation

Investment Funds in Canada or Canadian Securities Course

Job description

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.

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 Discovery, Data Analysis, Digital Literacy