Banking Advisor

3 days ago

New Hamburg, Ontario, Canada RBC - Royal Bank Full time
Banking Advisor - IFIC/CSC accredited

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 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 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

What do you need to succeed?

Must-have

  • 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

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry

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 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

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

29 HURON ST:WILMOTWILMOTCanada37.5Full timePERSONAL & COMMERCIAL BANKINGRegular - Trainee (Trainee)Salaried

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

  • Banking Advisor

    1 day ago

    New Liskeard, Canada Scotiabank Full time

    Requisition ID: 183931 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 Services Advisor

    4 weeks ago

    New Hamburg, Canada Kindred Credit Union Limited Full time

    **At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.** **You're invited to make a difference**as a full-time** Financial Services Advisor **in our **New Hamburg branch**.**: In this role, you bring expertise in credit, investments and everyday...

  • Banking Relationship Manager

    1 day ago

    New Westminster, British Columbia, Canada Scotiabank Full time

    Business Development RoleWe are seeking an experienced Financial Advisor to join our Business Development team as an Investment & Personal Banking Specialist. In this role, you will be responsible for developing and implementing strategies to grow our customer base and increase sales revenue.Main Objectives:Establish new business relationships with existing...

  • Financial Advisor- New Richmond, Qc

    2 days ago

    New Richmond, Canada Scotiabank Full time

    Requisition ID: 178029 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, New Richmond, Qc At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion...

  • Banking Advisor Intern

    3 days ago

    Bathurst,New Brunswick, Canada RBC - Royal Bank Full time

    This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 other RBC partners to help clients achieve...

  • Financial Advisor

    7 days ago

    New Glasgow, Canada Scotiabank Full time

    Requisition ID: 192867 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...

  • Banking Advisor Intern

    3 days ago

    Saint John,New Brunswick, Canada RBC - Royal Bank Full time

    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 collaborate with RBC...

  • Client Advisor

    2 weeks ago

    New Westminster, Canada Royal Bank of Canada Full time

    **Job Summary** **Client Advisor Intern** **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 add value in the moments that matter most to clients and...

  • Financial Advisor

    2 weeks ago

    New Westminster, Canada Scotiabank Full time

    Requisition ID: 213788 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...

  • Client Advisor

    3 days ago

    New Westminster, British Columbia, Canada RBC - Royal Bank Full time

    Client Advisor InternWhat 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...

  • Client Advisor

    7 days ago

    New Westminster, British Columbia, Canada Royal Bank of Canada> Full time

    Job Summary Job DescriptionClient Advisor InternWhat 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...

  • Client Advisor

    3 days ago

    New Westminster,British Columbia, Canada RBC - Royal Bank Full time

    Client Advisor InternWhat 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...

  • Financial Advisor, Investment

    2 days ago

    New Westminster, British Columbia, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment...

  • Client Advisor

    4 weeks ago

    New Westminster, Canada Royal Bank of Canada Full time

    **Job Summary** **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 add value in the moments that matter most to clients and collaborate with RBC partners to...

  • Financial Advisor

    1 week ago

    New Westminster, Canada CIBC Full time

    We’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...

  • Financial Planner

    2 days ago

    New Westminster, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team. As an Investment & Personal Banking Specialist, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals.Key Responsibilities:Establish and deepen investment and primary banking relationships with...

  • Client Advisor Intern

    3 days ago

    Woodstock,New Brunswick, Canada RBC - Royal Bank Full time

    As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our...

  • Financial Services Associate

    3 days ago

    New Westminster, Canada CIBC Full time

    We’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...

  • Retail Sales Associate

    4 days ago

    New Glasgow, Canada M&M Food Market Full time

    **POSITION: MEAL ADVISOR**M&M Food Market. Helping you make real food for real life.** M&M Food Market is a food retailer unlike any other; we don’t just sell products; we offer meal solutions and a unique shopping experience that helps to make customer’s everyday lives a little easier. We’ve been helping customers make delicious meals and entertain...

  • Retail Sales Associate

    12 hours ago

    New Westminster, Canada M&M Food Market Full time

    **POSITION: MEAL ADVISOR**M&M Food Market. Helping you make real food for real life.** M&M Food Market is a food retailer unlike any other; we don’t just sell products; we offer meal solutions and a unique shopping experience that helps to make customer’s everyday lives a little easier. We’ve been helping customers make delicious meals and entertain...