Banking Advisor

4 days ago

Orangeville, 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 (e.g., 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 (e.g., 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 Discovery, Data Analysis, Digital Literacy

**Additional Job Details**

**Address**:
136 BROADWAY:ORANGEVILLE

**City**:
ORANGEVILLE

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-12-20

**Application Deadline**:
2025-01-03

**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.

  • Financial Advisor

    7 months ago

    Orangeville, Canada Scotiabank Full time

    Requisition ID: 194092 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...

  • Financial Advisor

    6 months ago

    Orangeville, Canada Scotiabank Full time

    Requisition ID: 180368 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

    7 months ago

    Orangeville, Canada Scotiabank Full time

    Requisition ID: 181605 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...

  • Small Business Advisor Trainee

    1 day ago

    Orangeville, Canada Scotiabank Full time

    Requisition ID: 143676 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **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 service throughout...

  • Financial Services Speicalist/financial Advisor

    6 months ago

    Orangeville, 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- Orangeville, Ontario

    2 days ago

    Orangeville, Ontario, Canada Scotiabank Full time

    Requisition ID: 135641 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Senior 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...

  • High Net Worth Financial Planner

    4 days ago

    Orangeville, Ontario, Canada Royal Bank of Canada Full time

    Are you passionate about providing personalized financial advice to high net worth individuals and families? Do you have a strong understanding of investment banking, consulting, and management?About the RoleWe are seeking an experienced Investment Advisor to join our team at Royal Bank of Canada (RBC). As an Investment Advisor, you will play a key role in...

  • Member Service Representative

    7 months ago

    Orangeville, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Member Service Representative

    7 months ago

    Orangeville, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Member Service Representative

    4 days ago

    Orangeville, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Member Service Representative (Part-time)** DUCA is currently looking for a _part-time (21-30 hours per week)_ Member Service Representative (MSR) to join our dynamic Orangeville branch! The Member Service Representative (MSR) is passionate about delivering outstanding service to customers, known as Members. We are looking for driven, organized...

  • Business Development Manager

    2 days ago

    Orangeville, Ontario, Canada Royal Bank of Canada Full time

    About UsRoyal Bank of Canada (RBC) is a leading financial institution committed to helping individuals, families, and businesses achieve their goals.Job OverviewWe are seeking an experienced Investment Advisor to join our Wealth Management team. This role will focus on building and maintaining relationships with high-net-worth clients, providing personalized...

  • High Net Worth Financial Consultant

    3 weeks ago

    Orangeville, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Career with RBCRoyal Bank of Canada is seeking an experienced Investment Advisor to join our team. As a financial professional, you will have the opportunity to build long-term relationships with high-net-worth individuals and families, providing personalized financial advice and investment solutions.About the RoleThis is a full-time position with...