Current jobs related to Banking and Financial Services Advisor - West Kelowna, British Columbia - Royal Bank of Canada

  • Senior Financial Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada MD Financial Management Full time

    {"title": "Senior Financial Advisor", "description": "Job SummaryAs a Senior Financial Advisor at MD Financial Management, you will play a key role in providing expert financial guidance to our clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...

  • Senior Financial Advisor

    1 week ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors when necessary.Key...

  • Business Banking Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team at Envision Financial in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing and establishing community contacts...

  • Business Banking Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team at Envision Financial in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing and establishing community contacts...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Advisor identifies member life stage cycles and provides solutions to financial needs, referring members to appropriate advisors when necessary.Key...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    **About the Role**We are seeking a highly skilled Business Banking Specialist to join our Envision Financial team in Kelowna, BC. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking clients and their associated retail banking and wealth management needs.**Key Responsibilities**Develop...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    **About the Role**We are seeking a highly skilled Business Banking Specialist to join our Envision Financial team in Kelowna, BC. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking clients and their associated retail banking and wealth management needs.**Key Responsibilities**Develop...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business;...

  • Business Banking Specialist

    2 months ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business;...

  • Business Banking Specialist

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing community contacts and networks to generate new business...

  • Business Banking Specialist

    1 month ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to join our team in Kelowna, BC.Key Responsibilities:Business Development: Develop and execute sales plans to consolidate and retain existing business and attract new business; proactively solicit new business by pursuing community contacts and networks to generate new business...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor RoleWe are seeking a skilled Member Advisor to provide exceptional front-line service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Member Service: Provide personalized support to members through digital channels and in-branch interactions, identifying their financial needs and offering tailored...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor RoleWe are seeking a skilled Member Advisor to provide exceptional front-line service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Member Service: Provide personalized support to members through digital channels and in-branch interactions, identifying their financial needs and offering tailored...

  • Financial Services Representative

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor RoleWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Member Service: Provide personalized support to members through digital channels and in-person interactions, identifying their financial needs and offering tailored solutions.Member...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Member Service: Provide personalized support to members through digital channels and in-person interactions, identifying their financial needs and offering tailored solutions.Member...

  • Financial Services Representative

    4 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Member Service: Provide personalized support to members through digital channels and in-person interactions, identifying their financial needs and offering tailored solutions.Member...

Banking and Financial Services Advisor

2 months ago

West Kelowna, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

This exciting opportunity calls on your exceptional client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you will help clients with their everyday banking, credit, and investment needs. As a Royal Bank of Canada ambassador, you will add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.

Key Responsibilities
  • 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
Requirements
  • 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
What We Offer
  • 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