Banking Advisor

Royal Bank of Canada; Pelham; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Pelham is seeking an individual to enhance client engagement and provide financial solutions. The successful candidate will hold a Mutual Funds accreditation and excel in client-centric services. This full-time position offers comprehensive rewards, excellent training, and the opportunity for career advancement in a supportive environment.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Career advancement opportunities

Sales training and development

Qualifications

• Goal-oriented individual with a demonstrated passion for putting clients first.
• Problem-solving and people skills with the ability to build strong relationships.
• Flexibility and eagerness to learn with strong personal ethics.

Responsibilities

• Engage with clients to uncover banking needs and provide advice.
• Focus on client education and use technology to create a memorable experience.
• Assist clients with financial transactions and problem resolution.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curiosity

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation

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 (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

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

Address: 35 HWY 20 E, UNIT 33: PELHAM

City: PELHAM

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

2025-06-27 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.