Banking Advisor - Victoria East Community

RBC; Saanich; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank in Saanich is seeking a client-focused sales professional to maximize client interactions and provide banking solutions. The ideal candidate will possess Mutual Funds accreditation and demonstrate strong problem-solving skills. This role offers competitive compensation and opportunities for career advancement within a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

World-class sales training

Collaborative team support

Career advancement opportunities

Qualifications

• Passion for putting clients first and success in a target-driven sales environment.
• Ability to build strong relationships and proactively connect with clients.
• Availability to work all open business hours.

Responsibilities

• Engage with clients and uncover banking needs.
• Educate clients and leverage technology for a memorable experience.
• Resolve and prevent client banking problems.
• Maintain relationships with partners for business opportunities.

Skills

Client-focused sales expertise

Problem-solving skills

Digital literacy

Flexibility and eagerness to learn

Education

Mutual Funds accreditation

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.)
• 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?

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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager

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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.