Banking Advisor
6 days ago
--
-
**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, or willingness to obtain it (e.g., 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 (e.g., smartphones, tablets, laptops, etc.)
**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**
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
**Additional Job Details**-
-
--
- **Address**:
-
571 NIAGARA ST:WELLAND-
-
--
- **City**:
-
Welland-
-
--
- **Country**:
-
Canada-
-
--
- **Work hours/week**:
-
37.5-
-
--
- **Employment Type**:
-
Full time-
-
--
- **Platform**:
-
PERSONAL & COMMERCIAL BANKING-
-
--
- **Job Type**:
-
Regular-
-
--
- **Pay Type**:
-
Salaried-
-
--
- **Posted Date**:
-
2025-10-29-
-
--
- **Application Deadline**:
-
2025-11-07
**I**nclusion** and Equal Opportunity Employment**
At 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 Community**
Stay 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.
-
Financial Advisor
7 days ago
Welland, 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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
-
Client Advisor
3 weeks ago
WELLAND, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? 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...
-
Personal Finance Advisor
12 hours ago
Welland, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at DesjardinsThe work mode arrangement for the position is full-time on site.RequiredAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’...
-
Nutrition Advisor
2 weeks ago
Welland, ON LB X, Canada Strive Niagara Full timeCompany OverviewStrive Niagara is a dedicated non-profit organization committed to empowering young families by providing quality child care and essential community supports. Our mission is to foster independence and promote well-being through compassionate services and resources.Job OverviewThe Nutrition Advisor is responsible for developing weekly menus,...
-
Part-time Casual Member Service Representative
2 weeks ago
Welland, Canada PenFinancial Credit Union Full timeCompany Description **Be a part of something different** We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to _improve lives_ and _strengthen communities_. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a...
-
Accounting Technician, Assurance
11 hours ago
Welland, Canada Mnp Llp Full timeAccounting Technician, Assurance & AccountingInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact with our Assurance & Accounting team as a Bookkeeper. This diverse team of professionals are dedicated to exceeding...
-
Accounting Technician, Assurance
12 hours ago
Welland, Canada MNP Full timeJob Details Description Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Assurance & Accounting team as a Bookkeeper. This diverse team of professionals are dedicated to exceeding clients’ unique...
-
HR Manager
6 days ago
Welland, Canada The Hope Centre Full time**ABOUT US** Since 1974, The Hope Centre has been dedicated to strengthening the Welland community by offering essential services such as our Community Lunch Program, Food Bank, and Housing Stability programs. Guided by our core values of stability, direction, and empowerment, we provide personalized, one-on-one supports to individuals in need. Our work...
-
Chief People and Culture Officer
7 days ago
Welland, Canada PenFinancial Credit Union Full timeCompany Description **Be a part of something different** We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to _improve lives_ and _strengthen communities_. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a...
-
Accounting Technician, Assurance
1 week ago
Welland, Ontario, LBN, Canada Experienced Career Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Assurance & Accounting team as a Bookkeeper. This diverse team of professionals are dedicated to exceeding clients' unique needs within a rapidly...