Banking Advisor- EN

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

Job summary

RBC in Canada seeks a client-focused banking professional who will proactively engage clients in-branch and community settings to uncover needs and provide financial guidance. The role emphasizes digital literacy, education, and a strong sales orientation to drive growth and loyalty.

You will respond to inquiries, process a full range of transactions, and collaborate with partners to deliver tailored financial solutions, building lasting client relationships across banking and investment

Qualifications

• Client-focused sales experience in financial services preferred.
• Willingness to obtain Mutual Funds accreditation (IFC/CSC) or equivalent.

Responsibilities

• Proactively engage with clients in-branch and community to uncover banking needs and identify sales opportunities.
• Demonstrate digital banking tools to educate clients and drive adoption of services.
• Respond to client inquiries with a full range of financial transactions.
• Actively listen to understand clients' individual needs and provide tailored solutions.
• Resolve client issues and prevent problems by proactive service.
• Build and maintain relationships with partners to maximize referrals.

Skills

Client-centric

Sales aptitude

Problem solving

Relationship building

Digital literacy

Communication

Data analysis

Adaptability

Job description

Job Description

Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the \"Job Available at Other Locations\" section of this job posting.

As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.

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, 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)

Nice-to-have

• Strong track record of building and maintaining client relationships in the finance or service sector

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 bonuses and flexible benefits, competitive compensation.


• A world-class training program in financial services


• Excellent career development and access to a variety of job opportunities across business and geographies


• Leaders who support your development through coaching and managing opportunities


• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address: 790 RUE NOTRE DAME:BERTHIERVILLE

City: Berthierville

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-10-20

Application Deadline: 2026-09-01

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.