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Banking Advisor
2 months ago
This exciting opportunity is designed for individuals who excel in client-focused sales and possess strong problem-solving skills. As a Banking Advisor, you will play a key role in maximizing each client interaction, helping them with their everyday banking, credit, and investment needs. You will collaborate with RBC partners to help clients achieve their goals and create meaningful and memorable client experiences.
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.
- 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.
- 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.
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy