Client Advisor
6 days ago
Job DescriptionWhat 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, 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 opportunitiesFocus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain businessRespond to client-initiated contact, assisting them with a full range of financial transactionsActively listen and engage clients in conversation to further understand their individual needsProactively take ownership of resolving and preventing client banking problemsCultivate and maintain relationships with partners to make the most of business opportunities and referralsWhat do you need to succeed?Must-haveDemonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environmentProblem-solving and people skills, with the ability to build strong relationships and proactively connect with clientsFlexibility, eagerness to learn, strong personal ethics, and a hunger for successDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Must be able to work all business hoursNice-to-haveTrack record in building rapport and maintaining client relationships within the financial or service industryMutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)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 benefitsContinued opportunities for career advancementWorld-class sales training, coaching, and development opportunitiesSupport from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and trainingOpportunity to achieve great success and grow your career with RBCRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.Job SkillsAdaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis, Digital LiteracyAdditional Job DetailsAddress:1290 SHOPPERS ROW:CAMPBELL RIVERCity:Campbell RiverCountry:CanadaWork hours/week:0Employment Type:Platform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2024-03-13Application Deadline:2026-01-07Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay 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.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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Wealth Advisor Associate
6 days ago
Courtenay, Canada RBC Dominion Securities Full timeA leading investment management firm in Courtenay seeks an Associate Wealth Advisor to support client relationships and collaborate with an advisory team. Ideal candidates should possess at least 3 years of investment industry experience and be a Registered Representative. The role involves providing financial planning and wealth management advice while...
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Courtenay, Canada RBC Full timeA leading investment firm in Courtenay is seeking an Associate Wealth Advisor. This role requires providing proactive financial advice, supporting an advisory team, and nurturing client relationships. Ideal candidates will have at least 3 years of industry experience and a strong understanding of investment strategies. Join a collaborative environment that...
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Associate Investment Advisor
6 days ago
Courtenay, Canada RBC Dominion Securities Full timeJob Description RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Courtenay, BC is seeking an Associate Advisor...
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Financial Advisor
7 days ago
Courtenay, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
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Associate Investment Advisor
6 days ago
Courtenay, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Courtenay, BC is...
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Associate Investment Advisor
4 days ago
Courtenay, Canada RBC Full timeJob Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Courtenay, BC is...
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Associate Investment Advisor
5 days ago
Courtenay, British Columbia, Canada Royal Bank of Canada Full timeJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Courtenay, BC is seeking...
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Banking Advisor
3 days ago
Courtenay, Canada National Bank of Canada Full timeA career as a **banking advisor** in the Courtenay Banking team at National Bank is to act as a trusted financial partner supporting clients through their evolving investment and deposit needs. This job allows you to have a positive impact on our organization through your expertise in portfolio management, client relationship building, and financial...
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Client Advisor
7 days ago
Courtenay, Canada Royal Bank of Canada Full time**Job Summary** This opportunity is for the Comox Valley Community of Branches including Campbell River **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, As an RBC ambassador, you...
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Financial Advisor
2 weeks ago
Courtenay, British Columbia, Canada CIBC Full timeWe'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 and...