Banking Advisor

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

Job summary

An established industry player is seeking client-focused sales experts to enhance client experiences in the West-Island of Montreal. This dynamic role involves maximizing client interactions through problem-solving and personalized service. As an ambassador for the bank, you will help clients navigate their banking, credit, and investment needs, leveraging technology to deliver exceptional service. Join a progressive team that values collaboration and growth, where your contributions will make a meaningful impact in the community. If you are passionate about client satisfaction and eager to learn, this opportunity is perfect for you.

Benefits

Flexible work environment

Professional development opportunities

Networking events

Casual dress code

Work-life balance initiatives

Qualifications

• Must have mutual funds accreditation or willingness to obtain it.
• Demonstrated passion for client-first approach in sales.

Responsibilities

• Engage proactively with clients to uncover banking needs and provide advice.
• Assist clients with financial transactions and resolve banking issues.

Skills

Client Centricity

Communication

Problem-solving

Digital Literacy

Critical Thinking

Curiosity

Data Analysis

Education

Mutual Funds accreditation

Investment Funds in Canada or Canadian Securities Course

Job description

Job Summary

Job Description

This is an opportunity for candidates to express their interest in current and future positions in the West-Island of Montreal locations.

What is the opportunity?

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, onboarding 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.

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).
• 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 (i.e., smartphones, tablets, laptops, etc.).
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry.

What are the advantages for you?

We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive in communities. We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.

• Network and develop lasting relationships with students from diverse backgrounds across Canada.
• Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
• Leaders who support your development with coaching and learning opportunities.
• Work in a dynamic, collaborative, progressive, and high-performance team.
• Ability to make a difference and lasting impact.
• Enjoy a comfortable work environment with the ability to dress casually.

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy.

Additional Job Details

Address: 610 BOUL ST JEAN:POINTE-CLAIRE

City: POINTE-CLAIRE

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-04-24

Application Deadline: 2025-12-31

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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