Banking Advisor
12 hours ago
This role requires a client-focused sales professional with strong problem-solving skills to maximize each client interaction. The ideal candidate will help clients with their everyday banking, credit, and investment needs, adding value in the moments that matter most to clients and collaborating 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
- Foster 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
- 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
- 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
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Business Banking Advisor
4 weeks ago
Vernon, British Columbia, Canada Envision Financial Full timeEnvision Financial is looking for a dedicated Commercial Banking Advisor to enhance our team. The role of the Commercial Banking Advisor encompasses the ongoing management and expansion of a designated portfolio of commercial clients. This position offers a comprehensive suite of commercial lending and investment solutions to our members while actively...
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Business Banking Specialist
7 days ago
Vernon, British Columbia, Canada First West Credit Union Full timeAbout the RoleWe are seeking a highly skilled Business Banking Advisor to join our team at First West Credit Union. As a Business Banking Advisor, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key ResponsibilitiesBusiness Development: Develop...
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Business Banking Specialist
7 days ago
Vernon, British Columbia, Canada First West Credit Union Full timeAbout the RoleWe are seeking a highly skilled Business Banking Advisor to join our team at First West Credit Union. As a Business Banking Advisor, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key ResponsibilitiesBusiness Development: Develop...
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Business Banking Specialist
7 days ago
Vernon, British Columbia, Canada First West Credit Union Full timeAbout the RoleWe are seeking a highly skilled Business Banking Advisor to join our team at First West Credit Union. As a Business Banking Advisor, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key ResponsibilitiesBusiness Development: Develop...
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Banking Advisor
5 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob Title: Client-Focused Sales Professional Company: RBC Job Summary: This exciting opportunity calls on your exceptional client-focused sales expertise and natural problem-solving skills to maximize each client interaction. As a valued member of our team, you will help clients with their everyday banking, credit, and investment needs, adding value in the...
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Senior Commercial Banking Specialist
4 days ago
Vernon, British Columbia, Canada the Ladders Full timeJob DescriptionWe are seeking a Senior Commercial Banking Advisor to join our team at The Ladders.Key Responsibilities:Manage and grow an assigned portfolio of high-value clients.Provide a full range of commercial banking services to clients.Develop and maintain strong relationships with clients to identify and pursue business opportunities.Collaborate with...
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Senior Commercial Banking Specialist
4 days ago
Vernon, British Columbia, Canada the Ladders Full timeJob DescriptionWe are seeking a Senior Commercial Banking Advisor to join our team at The Ladders.Key Responsibilities:Manage and grow an assigned portfolio of high-value clients.Provide a full range of commercial banking services to clients.Develop and maintain strong relationships with clients to identify and pursue business opportunities.Collaborate with...
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Corporate Banking Advisor
4 weeks ago
Vernon, British Columbia, Canada Envision Financial Full timeWe are excited to announce an opportunity for a Commercial Banking Consultant to become a part of our dynamic team at Envision Financial. The Commercial Banking Consultant plays a pivotal role in the ongoing management and expansion of a designated portfolio of commercial clients. This position offers a comprehensive suite of commercial lending and...
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Commercial Banking Consultant
4 weeks ago
Vernon, British Columbia, Canada Envision Financial Full timeEnvision Financial is looking for a dedicated Commercial Banking Advisor to enhance our team. The Commercial Banking Advisor plays a crucial role in the ongoing management and expansion of a designated portfolio of commercial clients. This position offers a comprehensive suite of commercial lending and investment solutions to our members while actively...
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Business Banking Specialist
1 week ago
Vernon, British Columbia, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Business Banking Specialist to join our team at Envision Financial. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.**Key Responsibilities**Develop and execute...
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Business Banking Specialist
7 days ago
Vernon, British Columbia, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Business Banking Specialist to join our team at Envision Financial. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.**Key Responsibilities**Develop and execute...
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Business Banking Specialist
3 days ago
Vernon, British Columbia, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Business Banking Specialist to join our team at Envision Financial. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.**Key Responsibilities**Develop and execute...
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Business Banking Specialist
4 days ago
Vernon, British Columbia, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Business Banking Specialist to join our team at Envision Financial. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.**Key Responsibilities**Develop and execute...
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Commercial Banking Specialist
4 days ago
Vernon, British Columbia, Canada the Ladders Full timeJob DescriptionWe are seeking a Commercial Banking Advisor to join our team at The Ladders.Key Responsibilities:Manage and grow an assigned portfolio of commercial members.Provide the full range of commercial lending services, including ongoing management and growth.Develop and maintain strong relationships with commercial members to understand their...
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Commercial Banking Specialist
4 days ago
Vernon, British Columbia, Canada the Ladders Full timeJob DescriptionWe are seeking a Commercial Banking Advisor to join our team at The Ladders.Key Responsibilities:Manage and grow an assigned portfolio of commercial members.Provide the full range of commercial lending services, including ongoing management and growth.Develop and maintain strong relationships with commercial members to understand their...
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Investment Advisor
5 days ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to provide expert financial planning and investment advice to high-net-worth...
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Investment Advisor
6 days ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to provide expert financial planning and investment advice to high-net-worth...
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Investment Advisor
6 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll have the tools to succeed in the financial services industry.What You Do Best:You possess excellent communication...
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Investment Advisor
6 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll have the tools to succeed in the financial services industry.What You Do Best:You possess excellent communication...
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Investment Advisor
2 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionUnlock Your Potential as a Financial ExpertAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert advice and guidance to individuals and...