Banking Advisor

RBC; Sault Ste. Marie; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Total rewards program

Bonuses

Flexible benefits

Career advancement

World-class training

Collaborative team

Job summary

RBC is seeking a Customer Advisor to engage clients in branches and communities, uncover banking needs, and provide solutions. You will educate clients using digital tools, drive sales, handle transactions, and nurture partner relationships for referrals.

The role emphasizes listening to individual needs, resolving problems, and delivering a trusted client experience. A strong commitment to client service and ongoing learning is required.

Qualifications

• Mutual Funds accreditation (e.g., Investment Funds in Canada or CSC) is required.
• Passion for putting clients first and success in a target-driven sales environment.
• Strong problem-solving and people skills to build relationships with clients.
• Flexibility, eagerness to learn, and high personal ethics.
• Digital literacy across devices (smartphones, tablets, laptops).

Responsibilities

• Proactively engage with clients in the branch and community to uncover banking needs and identify sales opportunities.
• Educate clients, demonstrate using technology, and deliver a memorable experience while driving sales.
• Respond to client-initiated contact and assist with a full range of financial transactions.
• Actively listen to understand individual needs and resolve client issues.
• Maintain relationships with partners to maximize business opportunities and referrals.
• Proactively resolve and prevent client banking problems.

Skills

Client discovery

Client centricity

Communication

Critical thinking

Data analysis

Digital literacy

Curious mindset

Advice-based solutions

Education

Mutual Funds accreditation

Job description

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 (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 Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address: 439 GREAT NORTHERN RD:SAULT STE. MARIE

City: Sault Ste. Marie

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-05-26

Application Deadline: 2026-09-07

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.