Banking Advisor

1 month ago


Lacombe, Canada Royal Bank of Canada Full time
Job Opportunity

We are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.

Key Responsibilities
  • Proactively engage with clients to understand their banking needs and provide personalized solutions.
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience.
  • Respond to client-initiated contact, assisting 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.
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
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, and high-performing team

We are committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.


  • Banking Advisor

    1 month ago


    Lacombe, Canada Royal Bank of Canada Full time

    Job DescriptionWhat is the Opportunity?This exciting role calls on your 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 an RBC ambassador, you will add value in the moments that matter most to clients and...

  • Banking Advisor

    1 month ago


    Lacombe, Canada Royal Bank of Canada Full time

    Job DescriptionWhat is the Opportunity?This exciting role calls on your 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 an RBC ambassador, you will add value in the moments that matter most to clients and...


  • Lacombe, Canada Scotiabank Full time

    Requisition ID: 199792 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

    2 weeks ago


    Lacombe, Canada Servus Credit Union Full time

    **Posting Closes**:November 1, 2024, 4:00pm MST **Employment Status**:Full-time (Monday - Saturday branch) **Compensation**:$52,121 - $72,869 per annum (commensurate with education and/or experience) Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about...


  • Lacombe, Canada Servus Credit Union Full time

    Job Title: Financial AdvisorServus Credit Union is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a key role in helping our members achieve their financial goals and build strong, resilient communities.Key Responsibilities:Develop long-term relationships with members, building trust and delivering customized...


  • Lacombe, Canada Servus Credit Union Full time

    Job Title: Financial AdvisorServus Credit Union is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a key role in helping our members achieve their financial goals and build strong, resilient communities.Key Responsibilities:Develop long-term relationships with members, building trust and delivering customized...


  • Lacombe, Canada MNP Full time

    About MNPMNP is a leading national accounting, tax, and business advisory firm in Canada. We are a proud Canadian company that provides business strategies and solutions to our clients.Job DetailsWe are seeking an Accounting Technician to join our Assurance & Accounting team. As a trusted advisor, you will provide comprehensive, tailored financial...


  • Lacombe, Canada MNP Full time

    About MNPMNP is a leading national accounting, tax, and business advisory firm in Canada. We are a proud Canadian company that provides business strategies and solutions to our clients.Job DetailsWe are seeking an Accounting Technician to join our Assurance & Accounting team. As a trusted advisor, you will provide comprehensive, tailored financial...