Banking Advisor

2 months ago

Ottawa, Canada Royal Bank of Canada Full time

**Job Summary**

**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, Curiosity, Data Analysis, Digital Literacy

**Additional Job Details**

**Address**:
2121 CARLING AVE:OTTAWA

**City**:
OTTAWA

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-09-26

**Application Deadline**:
2024-10-11

**I**nclusion** 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.

**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.

  • Banking Advisor

    8 months ago

    Ottawa, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: - Greet clients and...

  • Banking Advisor/Financial Advisor

    3 weeks ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleFinancial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching,...

  • Banking Advisor Carling

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 195563 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Strategic Financial Advisor | Bank of Canada

    3 weeks ago

    Ottawa, Ontario, Canada Bank of Canada Full time

    Immerse yourself in the world of financial strategy and adviceThe Bank of Canada is a leading central bank, striving to be a dynamic, engaged, and trusted organization committed to a better Canada. As a Strategic Financial Advisor, you will play a crucial role in shaping the bank's strategic plan, ensuring effective corporate planning, and managing financial...

  • Financial Advisor

    3 months ago

    Ottawa, Canada Scotiabank Full time

    About the role What your role will be… Financial Advisor/ Bank & Gloucester/ Permanent/ Full-time 37.5h At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there...

  • Banking Advisor/Financial Advisor

    3 weeks ago

    Ottawa, Canada Scotiabank Full time

    Title: Banking/Financial Advisor - Preston and Norman, Ottawa, ONRequisition ID: 210375Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to...

  • Banking Advisor

    3 months ago

    Ottawa, 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

    2 months ago

    Ottawa, 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

    2 months ago

    Ottawa, 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/Financial Advisor

    4 weeks ago

    Ottawa, Canada Scotiabank Full time

       Requisition ID: 210375Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Banking Advisor

    1 month ago

    Ottawa, 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...

  • Banking Advisor

    4 weeks ago

    Ottawa, 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...

  • Team Lead, Small Business, Canadian Banking

    1 month ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 209842 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Team Lead is responsible for leading, overseeing and providing strategic direction to the Canadian Small Business (SB) sales force. This role ensures business strategies, plans and initiatives are executed in...

  • Scotiahelps Advisor, Crt

    5 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 188244 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Preventative, Pre-Del and Over Limit Portfolio. This team prevents roll rates, helps supports clients in staying on track and to avoid entering FE collections. Utilizing CAT's and negotiations strategies to...

  • Scotiahelps Advisor, Crt

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 193916 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Preventative, Pre-Del and Over Limit Portfolio. This team prevents roll rates, helps supports clients in staying on track and to avoid entering FE collections. Utilizing CAT's and negotiations strategies to...

  • Associate Private Banking Advisor

    7 months ago

    Ottawa, 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...

  • Senior Financial Advisor

    2 weeks ago

    Ottawa, Ontario, Canada Bank of Canada Full time

    About the OpportunityWe are seeking a Senior Financial Advisor to join our team at the Bank of Canada. As a Senior Financial Advisor, you will play a critical role in providing strategic financial advice to facilitate sound decision making that supports corporate and business objectives.Job DescriptionReporting to the Director of Business Partnering in the...

  • Financial Advisor

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 201308 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Barrhaven/ Permanent/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...

  • Strategic Banking Professional Opportunity

    2 weeks ago

    Ottawa, Ontario, Canada National Bank Full time

    A strategic banking professional at National Bank plays a vital role in helping clients achieve their financial goals. This varied position offers opportunities for personal and professional growth, as you work with clients to understand their needs and provide tailored solutions.This role is ideal for individuals who are passionate about delivering...

  • Mortgage Advisor

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Mortgage Advisor - Ottawa WestWe are seeking a skilled Mortgage Advisor to join our team in Ottawa West. As a Mortgage Advisor, you will leverage your expertise in banking, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales.Build lasting relationships with clients, referral...