Banking Advisor
2 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 (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**
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
**Additional Job Details**
**Address**:
12477 88 AVE:SURREY
**City**:
Surrey
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
PERSONAL & COMMERCIAL BANKING
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2025-10-09
**Application Deadline**:
2025-10-23
**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.
-
Banking Advisor
4 weeks ago
Surrey, Canada RBC Full timeOverviewJoin to apply for the Banking Advisor role at RBC.What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. You help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter...
-
Banking Advisor
4 weeks ago
Surrey, Canada RBC Full timeOverviewJoin to apply for the Banking Advisor role at RBC.What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. You help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter...
-
Banking Advisor
1 week ago
Surrey, Canada NBC Full timeAttendance On-Site Job number 27432 Category Professional Status: Permanent City Surrey State British Columbia Type of Contract Permanent Country Canada Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 09-Jul-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Location: Surrey, British Columbia City Surrey Province/State British...
-
Surrey, Canada RBC Full timeA leading financial institution in Canada is seeking a Banking Advisor in Surrey. The role involves engaging with clients to identify banking needs and deliver tailored solutions, ensuring a positive client experience. Candidates must have Mutual Funds accreditation and a passion for client service, along with strong problem-solving skills and digital...
-
Surrey, Canada RBC Full timeA leading financial institution in Canada is seeking a Banking Advisor in Surrey. The role involves engaging with clients to identify banking needs and deliver tailored solutions, ensuring a positive client experience. Candidates must have Mutual Funds accreditation and a passion for client service, along with strong problem-solving skills and digital...
-
Strategic Small-Business Banking Advisor
1 day ago
Surrey, Canada Scotiabank Full timeA leading bank is seeking a Business Advisor in Surrey, BC to manage small-business relationships and provide comprehensive financial advice. The ideal candidate will possess excellent communication and business-development skills, with a strong understanding of the small-business market. This role offers a competitive compensation package, professional...
-
Strategic Small-Business Banking Advisor
2 days ago
Surrey, Canada Scotiabank Full timeA leading bank is seeking a Business Advisor in Surrey, BC to manage small-business relationships and provide comprehensive financial advice. The ideal candidate will possess excellent communication and business-development skills, with a strong understanding of the small-business market. This role offers a competitive compensation package, professional...
-
Strategic Small-Business Banking Advisor
22 hours ago
Surrey, Canada Scotiabank Full timeA leading bank is seeking a Business Advisor in Surrey, BC to manage small-business relationships and provide comprehensive financial advice. The ideal candidate will possess excellent communication and business-development skills, with a strong understanding of the small-business market. This role offers a competitive compensation package, professional...
-
Surrey, Canada Brewin Dolphin Full time**Job Summary** **What is the opportunity?** As an RBC ambassador, you add value in the moments that matter most to newcomers and collaborate with RBC colleagues and partners to help newcomers achieve their goals. This role will be focused on partnership development through local community agencies that focus on helping newcomers with their settlement...
-
Banking Advisor
1 week ago
Montreal, Toronto, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Call centresLocation(s): MontrealA career as a Banking Advisor at the Virtual Advisory Centre of 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...