Banking Advisor
3 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, 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 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-haveMutual 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 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.)Availability to work all open business hours Nice-to-haveTrack record in building rapport and maintaining client relationships within the financial or service industryWhat’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 SkillsAdditional Job DetailsAddress:3036 PANDOSY ST:KELOWNACity:KelownaCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2026-01-15Application Deadline:2026-01-29Note: 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.RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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Banking advisor
16 hours ago
Kelowna, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking Location(s): Kelowna A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to...
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Banking advisor
4 weeks ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 30066 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-Dec-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Area(s) of interest: Advisory services, Personal banking Location(s): Kelowna A career as a Banking Advisor at National Bank...
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Banking advisor
16 hours ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 30066 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-Dec-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Area(s) of interest: Advisory services, Personal banking Location(s): Kelowna A career as a Banking Advisor...
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Digital Banking Advisor
4 weeks ago
Kelowna, BC, Canada NATIONAL BANK OF CANADA Full time €55,200On-Site Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date Advisory services, Personal banking A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and...
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Client Banking Advisor — Digital Banking
2 weeks ago
Kelowna, Canada RBC Full timeA leading financial institution in Kelowna is seeking a client-focused Sales Advisor to engage clients in banking solutions and enhance customer satisfaction. The role requires a Mutual Funds accreditation and strong problem-solving skills. Responsibilities include client education on products, resolving banking issues, and collaborating with partners for...
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Banking advisor
4 weeks ago
Kelowna, BC, Canada NATIONAL BANK OF CANADA Full time €55,200Attendance On-Site Job number 30066 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-Dec-2025$ 55200$ 66900 Salary: $ 55200 - $ 66900 per year Area(s) of interest: Advisory services, Personal banking Location(s): Kelowna A career as a Banking Advisor at National Bank is a...
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Personal Banking Advisor: Growth
16 hours ago
Kelowna, Canada Banque Nationale du Canada Full timeA leading Canadian bank in Kelowna is seeking a Banking Advisor who will deliver personalized solutions and support to clients. You will address various banking needs and ensure adherence to compliance standards while fostering client engagement. This role also offers career advancement opportunities as you develop your expertise through on-the-job training...
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Banking Advisor
2 weeks ago
Kelowna, Canada RBC Full timeWhat 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...
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Banking Advisor
2 weeks ago
KELOWNA, Canada Royal Bank of Canada Full timeJob Description 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...
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Banking Advisor
2 weeks ago
Kelowna, Canada RBC Full timeJob Description 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...