Banking Advisor

4 months 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 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
- Bilingual (French/English), considered a strong asset

**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**:
99 MAPLEVIEW DR W:BARRIE

**City**:
BARRIE

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-08-27

**Application Deadline**:
2024-09-03

**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.

  • Luxury Banking Professional

    1 day ago

    Barrie, Ontario, Canada TD Bank Full time

    Company Overview">TD Bank, a leading financial institution, is seeking an experienced Luxury Banking Professional to join our team. As a Senior Wealth Manager, you will be responsible for acquiring new business and managing relationships with high net worth and ultra-high net worth clients.">About the Role">This is a challenging and rewarding opportunity...

  • Financial Advisor

    7 months ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 200683 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...

  • Small Business Advisor

    4 months ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 203638 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Client Advisor

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a leading financial institution seeking an experienced and motivated Client Advisor to join our team in Barrie, Ontario. As a Client Advisor, you will play a critical role in providing exceptional customer service, identifying opportunities for growth, and driving business results.Job OverviewThis full-time position offers a...

  • Indigenous Financial Services Advisor

    3 weeks ago

    Barrie, Ontario, Canada Scotiabank Full time

    We are seeking a dedicated and customer-centric Indigenous Financial Services Advisor to join our team in Canada. This is a unique opportunity to make a meaningful impact in the lives of our customers and communities.As an Indigenous Financial Services Advisor, you will be responsible for building strong relationships with our customers and providing...

  • Franchise Specialist, Commercial Business Banking

    4 months ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 205458 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The Franchise Specialist is part of a national team responsible for leveraging market area expertise for the profitable growth of the Bank’s franchising portfolio in their region and for developing new customer...

  • Financial Advisor

    6 months ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 187812 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **First Nations/Metis/Inuit - Financial Advisor** **_ Posted pursuant to Scotiabank’s Special Program under the Employment Equity Act and Canadian Human Rights Act._** **_While you must be an Indigenous person in order to submit...

  • Financial Service Associate, Business Banking

    6 months 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...

  • Senior Financial Advisor

    2 months ago

    Barrie, Ontario, Canada Scotiabank Full time

    About the RoleWhat Your Role Will Be...A Senior Financial Advisor at Scotiabank will be responsible for providing exceptional service to customers, building strong relationships, and delivering personalized financial strategies to help them achieve their goals.Key Responsibilities:Discover and understand customer needs, providing relevant insights and expert...

  • First Nations/metis/inuit

    6 months ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 173537 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Do you want to join a forward-thinking company surrounded by a collaborative team of innovative thinkers? Are you driven to provide exceptional financial services to your customers? Do you want the opportunity to build and...

  • Associate Financial Advisor

    4 weeks 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...

  • Advisor Insurance Risk Management

    2 weeks ago

    Barrie, Canada TD Bank Full time

    h3>Conseiller en planification successorale (assurance)Work Location: Barrie, Ontario, CanadaHours: 37.5Line of Business: Gestion de patrimoine TDPay Details: We’re committed to providing fair and equitable compensation to all our colleagues. p>Job Description:Department Overview: TD Private Wealth Management takes a sophisticated and holistic goals...

  • Senior Financial Advisor

    3 months ago

    Barrie, Canada Scotiabank Full time

       Requisition ID: 200925Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior 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...

  • First Nations/metis/inuit, Financial Advisor

    6 months ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 198335 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Posted pursuant to Scotiabank’s Special Program under the Employment Equity Act and Canadian Human Rights Act. While you must be an Indigenous person in order to submit your resume, participation is completely voluntary. Please...

  • Financial Operations Specialist

    4 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Overview:At National Bank, we're committed to delivering exceptional service and creating a positive impact on our clients' lives. Our Wealth Management team is dedicated to helping investment advisors provide superior customer service and achieve their goals.Your Role:In this key position, you will support our investment advisors in providing top-notch...

  • Franchise Specialist, Commercial Business Banking

    4 months ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 205458 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Franchise Specialist is part of a national team responsible for leveraging market area expertise for the profitable growth of the Bank’s franchising portfolio in their region and for developing new customer...

  • Wealth Associate

    3 weeks ago

    Barrie, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Wealth Associate

    3 weeks ago

    Barrie, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Cibc Meet

    1 month 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...

  • Financial Services Specialist

    4 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Unlock Your Potential in Financial ServicesAs a Financial Services Specialist at National Bank, you will have the opportunity to work with investment advisors and clients to provide exceptional customer service and support. This role is perfect for individuals who are passionate about delivering high-quality service and are looking to build a rewarding...