Banking Advisor

Found in: beBee S CA - 2 weeks ago

BARRIE, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?


This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 other RBC partners to help clients achieve their goals. Whether youâre teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as 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)
  • Goal-oriented individual with a demonstrated passion for putting clients first.
  • 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 drive to succeed
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry
  • Bilingual (French/English), considered a strong asset

Whatâs 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, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address:

405 BAYFIELD ST:BARRIE

City:

BARRIE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-01

Application Deadline:

2024-04-15

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
âââââââ
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Banking Advisor

    2 days ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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...

  • Banking Advisor

    Found in: beBee jobs CA - 7 days ago

    Barrie, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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...

  • Banking Advisor

    Found in: beBee S CA - 2 weeks ago

    Barrie, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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...

  • Investment Advisor

    Found in: Talent CA C2 - 5 days ago

    Barrie, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path can lead to RBCDo you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their...

  • Senior Manager

    2 weeks ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded Senior Manager & Team Lead, Business Banking - York & Lakeside Market Apply locations Barrie, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405538 We’re building a ...

  • Senior Manager

    1 week ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded Senior Manager & Team Lead, Business Banking - York & Lakeside Market Apply locations Barrie, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405538 We’re building a ...

  • Senior Manager

    2 weeks ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded Senior Manager & Team Lead, Business Banking - York & Lakeside Market Apply locations Barrie, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405538 We’re building a ...

  • Investment Advisor

    Found in: beBee S CA - 7 days ago

    BARRIE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionYour Path can lead to RBCDo you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their...

  • Financial Advisor

    5 days ago

    Barrie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Advisor

    2 days ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Mobile Mortgage Advisor

    5 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) page is loaded Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) Apply locations ON-81 Bay Street-Virtual time type Full time posted on Posted 4 Days Ago job requisition id 2407705 We’re...

  • Mobile Mortgage Advisor

    4 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) page is loaded Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) Apply locations ON-81 Bay Street-Virtual time type Full time posted on Posted 4 Days Ago job requisition id 2407705 We’re...

  • Mobile Mortgage Advisor

    2 weeks ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) page is loaded Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) Apply locations ON-81 Bay Street-Virtual time type Full time posted on Posted 4 Days Ago job requisition id 2407705 We’re...

  • Senior Manager

    Found in: Jooble CA O C2 - 2 weeks ago

    Barrie, ON, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded Senior Manager & Team Lead, Business Banking - York & Lakeside Market Apply locations Barrie, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405538 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Mobile Mortgage Advisor

    Found in: Jooble CA O C2 - 7 days ago

    Barrie, ON, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) page is loaded Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) Apply locations ON-81 Bay Street-Virtual time type Full time posted on Posted 4 Days Ago job requisition id 2407705 We’re building a relationship-oriented bank for the modern world. We need...

  • Senior Manager, Data Management Leader

    Found in: Jooble CA O C2 - 2 weeks ago

    Barrie, ON, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded Senior Manager & Team Lead, Business Banking - York & Lakeside Market Apply locations Barrie, ON time type Full time posted on Posted 8 Days Ago job requisition id 2405538 We’re building a relationship-oriented bank for the modern world. As the Senior Manager & Team...

  • Financial Planning Specialist

    5 days ago

    Barrie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Administrative Assistant

    6 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...

  • Administrative Assistant

    6 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...

  • Administrative Assistant

    6 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...