Banking and Financial Services Professional

1 month ago

Clearwater County, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

This exciting role requires a client-focused sales professional with strong problem-solving skills to maximize each client interaction. As a key ambassador for Royal Bank of Canada, you will help clients with their everyday banking, credit, and investment needs. Your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

Key Responsibilities

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and 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

Requirements

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

Job Skills

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

Additional Job Details

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At Royal Bank of Canada, 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.
​​​​​​​
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.

  • Financial Advisor

    6 days ago

    Clearwater County, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a prominent credit union in BC, was founded by Gulf & Fraser and Interior Savings. With approximately $ billion in total assets under administration, it is the second largest provincially regulated credit union in the province. The credit union offers a wide range of banking services, insurance, and wealth management...

  • Banking Advisor

    1 month ago

    Clearwater County, Canada Royal Bank of Canada Full time

    As an RBC ambassador, you will help clients with their everyday banking, credit, and investment needs. You will be responsible for providing expert advice and guidance to clients, while building strong relationships and identifying sales and referral opportunities.Key responsibilities include:Proactively engaging with clients to understand their banking...

  • Banking and Financial Services Advisor

    4 weeks ago

    Antigonish County, Canada Royal Bank of Canada Full time

    Job SummaryAs a Banking and Financial Services Advisor at Royal Bank of Canada, you will play a key role in providing exceptional client experiences and driving business growth. This exciting opportunity calls on your expertise in client-focused advice and natural problem-solving skills to maximize each client interaction.Key Responsibilities- Proactively...

  • Financial Services Professional

    4 weeks ago

    Ponoka County, Canada Servus Credit Union Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Servus Credit Union.As a Mobile Financial Solutions Specialist, you will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.Key...

  • Banking Professional

    1 month ago

    Perth County, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and results-driven Banking Advisor to join our team at Royal Bank of Canada. As a key member of our Personal and Commercial Banking team, you will be responsible for providing exceptional client service, building strong relationships, and driving sales growth.Key ResponsibilitiesProactively engage with clients to...

  • Part-Time Member Service Advisor

    4 weeks ago

    Clearwater County, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a skilled Part-Time Member Service Advisor to join its team. As a key contributor to the financial success of the company, this role is responsible for assisting members with all aspects of their financial needs, from account transactions and inquiries to lending and...

  • Part-Time Member Service Advisor

    5 months ago

    Clearwater, Canada G&F Financial Group Full time

    About Beem Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a...

  • Banking Professional

    1 month ago

    Renfrew County, Canada BMO Full time

    Job SummaryBMO is seeking a highly motivated and customer-focused Banking Professional to join our team. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.You will work...

  • Banking Advisor

    3 months ago

    CLEARWATER, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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...

  • Financial Accountant Assistant

    1 week ago

    Clearwater County, Canada Wells Gray Bar & Grill Full time

    We are looking for a skilled Financial Accountant Assistant to join our team at Wells Gray Bar & Grill.About the RoleThis is a permanent position with 30 hours per week. The work language is English.Key ResponsibilitiesCash Management:Calculate and prepare cheques for payroll, ensuring timely payment to employees.Manage fixed assets, calculating depreciation...

  • Financial Services Representative

    4 weeks ago

    Ponoka County, Canada Servus Credit Union Full time

    About the RoleServus Credit Union is seeking a skilled Mobile Financial Advisor to join our team. As a Mobile Financial Advisor, you will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.Key ResponsibilitiesIdentify opportunities to match...

  • Financial Services Advisor

    2 weeks ago

    Antigonish County, Canada Royal Bank of Canada Full time

    We are seeking a highly skilled and motivated individual to join our team as a Financial Services Advisor in the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and support, while also identifying and pursuing business opportunities to grow our customer base.Your primary focus will be on...

  • Financial Advisor

    3 months ago

    Norfolk County, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Bookkeeping Professional

    2 months ago

    Norfolk County, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    Accounting Role OverviewbeBee Professionals in Norfolk County is seeking a detail-oriented accounting professional to maintain accurate financial records and ensure the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank statements and monitor cash...

  • Client Relationship Manager

    4 weeks ago

    Renfrew County, Canada Royal Bank of Canada> Full time

    Company OverviewRoyal Bank of Canada is a leading financial institution that prides itself on providing exceptional banking services to its clients.SalaryThe estimated annual salary for this role is $65,000 - $85,000, depending on experience and qualifications.Job DescriptionWe are seeking a highly motivated Client Advisor to join our team in Renfrew,...

  • Financial Accountant

    1 month ago

    Norfolk County, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    beBee Professionals in Norfolk County is seeking a detail-oriented Financial Accountant to manage and maintain accurate financial records, handle accounts payable and receivable, and ensure the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank...

  • Chief Financial Officer

    6 months ago

    Sturgeon County, Canada Barricades & Signs Ltd. Full time

    **ABOUT US** Barricades and Signs is the industry leader for all traffic safety needs in Western Canada. Since 2004, Barricades and Signs has experienced steady growth and can support small scale projects to large scale infrastructure needs. We offer a full range of roadside safety products and onsite traffic services to our customers. We treat our...

  • Financial Planning Expert

    1 month ago

    Carleton County, Canada National Bank Full time

    Join National Bank as a Financial Planner and embark on a rewarding career as a financial planning expert. As a key member of our team, you will play a vital role in advising clients and drafting personalized financial plans to meet their life goals. This dynamic role offers a unique opportunity to develop your business relationships and leadership skills...

  • Housekeeping Professional

    1 week ago

    Clearwater County, Canada AB2012 Holdings Ltd Full time

    Job OverviewWe are seeking a Housekeeping Professional to join our team at AB2012 Holdings Ltd.About the RoleThis is a permanent position that offers 40 hours of work per week, with a competitive salary estimated at $45,000 - $60,000 per year based on industry standards.Key ResponsibilitiesSweep, mop, wash and polish floors to maintain a clean and safe...

  • Housekeeping Management Professional

    6 days ago

    Clearwater County, Canada B.C. LTD. Full time

    B.C. LTD. is seeking a skilled Housekeeping Management Professional to oversee the daily operations of our housekeeping department. The ideal candidate will possess excellent leadership skills, with experience in planning and coordinating activities of housekeeping supervisors and crews.About the RoleThe successful candidate will be responsible for ensuring...