Banking Advisor

RBC; Shelburne; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Total Rewards program

Career advancement opportunities

Sales training & development

Collaborative, high-performing team

World-class tools and training

Job summary

RBC in Shelburne, Ontario is seeking a Branch Client Advisor to build trusted relationships and help clients with everyday banking, investments and credit needs. You will engage customers, educate on digital banking, and identify opportunities to connect clients with specialists.

This full-time, salaried role offers comprehensive rewards, ongoing sales training, and a collaborative work environment. You will prosper by delivering personalized service, meeting targets, and contributing to

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or CSC) required.
• Passion for client-first service and target-driven sales in a client-facing role.
• Problem-solving and relationship-building skills; proactive client engagement.
• Flexible to work all open business hours and adapt to a fast-paced environment.

Responsibilities

• Proactively engage clients in-branch and in the community to uncover banking needs and sales opportunities.
• Educate clients and demonstrate digital banking tools to deliver a memorable experience and drive sales.
• Assist clients with a full range of financial transactions and referrals to specialists as needed.
• Listen actively to understand each client’s needs and build strong relationships with partners.

Skills

Client relationships

Sales oriented

Digital literacy

Communication

Problem solving

Adaptability

Data analysis

Curious mindset

Education

Mutual Funds accreditation (Investment Funds in Canada / CSC)

Job description

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, 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)
• 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.)
• Availabilityto workall open business hours

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

123 OWEN SOUND ST:SHELBURNE

City

Shelburne

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-11-06

Application Deadline

2026-11-21

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.