Banking Advisor

RBC; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Ottawa is seeking a Trainee for client-focused banking positions. You will engage with clients, provide banking advice, and offer solutions to meet their financial needs. Ideal candidates are goal-oriented with problem-solving skills and proficiency in digital tools. Opportunities for career advancement and a competitive rewards program are included.

Benefits

Comprehensive Total Rewards Program

Career advancement opportunities

World-class sales training and development

Collaborative team environment

Qualifications

• Must have strong interpersonal skills to build relationships.
• Demonstrated ability to resolve and prevent client banking problems.
• Flexibility and eagerness to learn in a dynamic environment.

Responsibilities

• Engage proactively with clients to uncover banking needs.
• Educate clients on available services and technology.
• Assist clients with a full range of financial transactions.

Skills

Client-focused advice

Problem-solving skills

Relationship building

Digital literacy

Goal-oriented mindset

Education

Mutual Funds accreditation or willingness to obtain

Job description

Overview

What is the opportunity?

This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as 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 (i.e., Investment Funds in Canada or the Canadian Securities Course)
• Goal-oriented individual with a demonstrated passion for putting clients first.
• 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 drive to succeed
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry
• Bilingual (French/English), considered a strong asset
• Second language skills considered an asset

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 Details

• Address: 85 UNIVERSITE PVT:OTTAWA
• City: Ottawa
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular – Trainee (Trainee)
• Pay Type: Salaried
• Posted Date: 2025-06-27
• Application Deadline: 2025-09-22
• 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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