Banking Advisor

RBC; Whitby; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Durham Region is seeking a Client Advisor to enhance client engagement and resolve banking issues. You will leverage your sales expertise and problem-solving skills to create lasting client relationships and provide exceptional service. This role offers competitive compensation, ongoing career advancement, and a chance to excel within a dynamic team.

Benefits

Comprehensive Total Rewards Program

World-class sales training

Opportunities for career advancement

Qualifications

• Must have mutual funds accreditation, or willingness to obtain it.
• Demonstrated passion for putting clients first.
• Proven problem-solving and people skills.

Responsibilities

• Engage with clients to uncover banking needs and provide advice.
• Educate clients on digital banking options.
• Proactively resolve client banking problems.

Skills

Client-focused sales expertise

Problem-solving skills

Strong relationship-building skills

Digital literacy

Education

Mutual Funds accreditation

Job description

Job Description

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, 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.)
• Availability to work all 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?

• 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

RBC strives to deliver an inclusive workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally. 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.

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.