Banking Advisor

RBC

St. Marys

On-site

CAD 60,000 - 80,000

Full time

5 days ago
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Benefits offered by this job

Total rewards program
Career advancement
World-class training
Team collaboration

Job summary

RBC in St. Marys, Ontario is seeking a Banking Advisor who helps clients with everyday banking, credit and investment needs. You will engage in the branch and community, educate clients on digital tools, and refer complex opportunities to specialists to create meaningful experiences.

You will build trusted relationships, support sales goals, and collaborate with RBC partners to drive satisfaction and growth. This role offers full-time hours and opportunities for career advancement.

Qualifications

  • Mutual Funds accreditation is required.
  • Passion for helping clients and meeting sales targets.
  • Strong problem-solving and people skills.
  • Flexible, eager to learn, and ethical.
  • Digital literacy across devices.

Responsibilities

  • Proactively engage with clients in branch and community to uncover banking needs and referrals.
  • Demonstrate and educate clients using digital banking tools to drive sales.
  • Assist clients with a full range of financial transactions.
  • Listen actively to understand individual client needs.
  • Resolve client issues and prevent problems.
  • Build relationships with partners to maximize opportunities.

Skills

Client-focused sales
Problem-solving
People skills
Digital literacy

Education

Mutual Funds accreditation (Investment Funds in Canada or the Canadian Securities Course)

Job description

Job Description

Banking Advisor

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:

133 QUEEN ST E:ST. MARYS

City:

St. Marys

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-23

Application Deadline:

2026-11-06

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.

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