Banking Advisor

RBC; Sarnia; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is looking for a client-focused sales expert in Sarnia, Canada. In this role, you will engage with clients to meet their banking needs and provide exceptional service. Key qualifications include a willingness to gain Mutual Funds accreditation and proven relationship-building skills. The company offers a competitive rewards program and opportunities for personal growth in a collaborative environment.

Benefits

Comprehensive Total Rewards Program

Career advancement opportunities

World-class sales training and coaching

Supportive team environment

Qualifications

• Demonstrated passion for putting clients first in a sales environment.
• Strong problem-solving and relationship-building skills.
• Flexibility and eagerness to learn with strong digital literacy.

Responsibilities

• Engage with clients to uncover banking needs and provide advice.
• Focus on client education and leveraging technology to enhance experiences.
• Respond to client inquiries and assist with financial transactions.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation or willingness to obtain

Job description

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, 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.

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, and 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?

• 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
• Curious Mindset
• Data Analysis
• Digital Literacy

Inclusion and Equal Opportunity Employment

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.