Banking Advisor

3 months ago

Brantford, 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 with other RBC partners to help clients achieve their goals. Whether you’re 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

**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**

**Address**:
95 LYNDEN RD:BRANTFORD

**City**:
BRANTFORD

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular - Trainee (Trainee)

**Pay Type**:
Salaried

**Posted Date**:
2024-10-10

**Application Deadline**:
2024-10-25

**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.

  • Financial Advisor Opportunities with Royal Bank of Canada

    3 weeks ago

    Brantford, Ontario, Canada Royal Bank of Canada Full time

    We are seeking a highly motivated and driven Financial Advisor to join our team at Royal Bank of Canada. As an Investment Advisor, you will have the opportunity to help your clients achieve their financial goals while building a successful career.About the RoleThis is a full-time position offering a comprehensive compensation package, including a base salary...

  • Banking Advisor Trainee

    7 months ago

    Brantford, Canada Scotiabank Full time

    Requisition ID: 189162 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...

  • Career Opportunities

    2 days ago

    Brantford, Canada Scotiabank Full time

    Requisition ID: 164797 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Recognized as a World’s Best Workplaces by Great Place to Work® Institute and a LinkedIn Top Company in Canada, we’re looking for new talent to join our ever-growing branch network. We are seeking **Financial Advisors, Senior...

  • Mortgage Advisor-ontario West

    4 days ago

    Brantford, Canada Scotiabank Full time

    Requisition ID: 145812 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: As a Home Financing Advisor (Mortgage Advisor) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers,...

  • Home Financing Advisor

    3 days ago

    Brantford, Canada Scotiabank Full time

    Requisition ID: 132851 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Client Advisor

    3 months ago

    Brantford, 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...

  • Senior Financial Advisor

    6 hours ago

    Brantford, Ontario, Canada Royal Bank of Canada Full time

    Are you a driven individual looking to make a meaningful impact in the lives of your clients? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? We are seeking a Senior Financial Advisor to join our team at Royal Bank of Canada.About the RoleThis is an exciting opportunity to leverage your expertise...

  • Investment Advisor

    4 months ago

    Brantford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Senior Financial Consultant

    3 weeks ago

    Brantford, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a talented Investment Advisor to join our team at Royal Bank of Canada. As an Investment Advisor, you will play a critical role in helping clients achieve their financial goals while enjoying a fulfilling career.Company OverviewAt Royal Bank of Canada, we are committed to building a culture that values diversity, equity, and...

  • Strategic Financial Strategist

    4 weeks ago

    Brantford, Ontario, Canada Royal Bank of Canada Full time

    Job OverviewRoyal Bank of Canada seeks an experienced Investment Advisor to join their team. As an Investment Advisor at RBC Dominion Securities, you will play a crucial role in helping clients achieve their financial goals while advancing your own career.About the RoleAs a Strategic Financial Strategist, you will have the autonomy to build and maintain...

  • Financial Services Associate

    6 months ago

    Brantford, 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...

  • Asset Consultant

    4 weeks ago

    Brantford, Canada Royal Bank of Canada Full time

    p>As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. li>You have excellent people and problem-solving skills that help you build and maintain client...

  • Mobile Mortgage Specialist

    7 months ago

    Brantford, Canada TD Bank Full time

    Work Location: Brantford, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: CUSTOMER - Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management - Requires broad general knowledge of all other products in order to...

  • Mobile Mortgage Specialist

    6 months ago

    Brantford, Canada TD Bank Full time

    Lieu de travail: Brantford, Ontario, Canada Horaire: 37.5 Secteur d’activité: Services bancaires personnels et commerciaux Détails de la rémunération: Description du poste: CUSTOMER - Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management - Requires broad general...

  • Regional Manager, Investment Specialists

    6 months ago

    Brantford, Canada Scotiabank Full time

    Requisition ID: 198757 Join the Global Community of Scotiabankers to help customers become better off. **Regional Manager, Investment Specialists** Leading a team of Investment Specialists for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass...

  • Senior Branch Operations Professional

    4 weeks ago

    Brantford, Ontario, Canada Royal Bank of Canada Full time

    OverviewThe Royal Bank of Canada is seeking a skilled Senior Branch Operations Professional to join their team in Brantford. As a key member of the Dominion Securities Management team, you will be responsible for providing exceptional client service and administrative support to clients and employees.SalaryThe estimated annual salary for this role is between...

  • Career Opportunities in Financial Planning

    4 weeks ago

    Brantford, Ontario, Canada RBC Full time

    At RBC, we are seeking an Investment Advisor to join our team of experienced professionals. As a key member of our wealth management team, you will have the opportunity to work with high-net-worth individuals, families, and business owners to create customized portfolios and wealth plans.Estimated Salary$80,000 - $150,000 per year, based on experience and...

  • Financial Planning Expert

    2 weeks ago

    Brantford, Ontario, Canada Royal Bank of Canada Full time

    We are seeking a Financial Planning Expert to join our team at Royal Bank of Canada. As an Investment Advisor, you will help your clients reach their financial goals while working within the RBC brand.About the RoleIn this role, you will have the opportunity to build and maintain relationships with high-net-worth individuals, families, and business owners....

  • Asset Consultant

    3 weeks ago

    Brantford, Canada Royal Bank of Canada Full time

    div>Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. br>What you do best:You...

  • Branch Operations Assistant

    1 month ago

    Brantford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionThe RBC Dominion Securities Management team located in Brantford, is looking for a CIRO Licensed Branch Operations Assistant to join their team! You will provide superior client service along with administrative, operational, and wealth management support to clients and employees. This role is highly administrative and requires the...