Banking Advisor

2 weeks ago

Coquitlam, British Columbia, Canada RBC Full time

Job 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 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?regu

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

Additional Job Details

Address:

567 CLARKE RD:COQUITLAM

City:

Coquitlam

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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

Inclusion 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.

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

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.

  • Banking Advisor

    4 days ago

    Port Coquitlam, British Columbia, Canada RBC Full time

    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...

  • Banking Advisor

    6 days ago

    Port Coquitlam, British Columbia, Canada RBC Full time

    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...

  • Financial Advisor Trainee

    4 days ago

    Coquitlam, British Columbia, Canada Scotiabank Full time

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...

  • Personal Banking Associate

    1 week ago

    Coquitlam, British Columbia, Canada BMO Full time

    We are growing at BMOWith a few new branches in the Lower Mainland to open this year, we are looking to hire exceptional, results oriented Advisors to join BMO's customer advice award winning Personal Banking team. As aPersonal Banking Associate,you will amplify your sales and customer service superpowers to deliver exceptional service to BMO's existing and...

  • Associate Advisor

    2 weeks ago

    Coquitlam, British Columbia, Canada RBC Full time $38,000 - $55,000

    Job DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team.  You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be...

  • Client Advisor

    2 weeks ago

    Coquitlam, British Columbia, Canada RBC Full time

    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...

  • Client Advisor

    2 weeks ago

    Coquitlam, British Columbia, Canada RBC Full time

    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...

  • Branch Operations Assistant

    2 weeks ago

    Coquitlam, British Columbia, Canada RBC Full time $38,000 - $52,000

    Job DescriptionWhat is the opportunity?The RBC Dominion Securities Management team located in Coquitlam is looking for a Branch Operations Assistant to join their team You will provide superior service along with administrative and operational support to clients and employees.What will you do?Help manage incoming communications from clients, advisors and...

  • Banking Advisor

    4 hours ago

    Coquitlam, Canada RBC 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...

  • Banking Advisor

    2 weeks ago

    Coquitlam, Canada Royal Bank of Canada> Full time

    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...

  • Banking Advisor

    6 days ago

    Port Coquitlam, 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, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    3 weeks ago

    Port Coquitlam, Canada RBC Full time

    Job 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...

  • Personal Banking Advisor

    3 weeks ago

    Coquitlam, Canada BMO Full time

    A leading financial institution in Metro Vancouver is seeking a Personal Banker to deliver outstanding personal banking service and drive sales in their growing branches. Candidates should have 2-3 years of relevant experience and a post-secondary degree. The role includes engaging customers, recommending tailored solutions, and building relationships. A...

  • Small Business Advisor

    3 days ago

    Coquitlam, Canada Scotiabank Full time

    Requisition ID: 197126 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Personal Banking Solutions Advisor

    3 weeks ago

    Coquitlam, Canada BMO Full time

    A leading financial institution is seeking a Personal Banking Associate in Metro Vancouver to enhance customer experiences through personalized service and tailored financial solutions. Responsibilities include collaborating with partners to identify opportunities, guiding customers through digital offerings, and maintaining accurate customer records....

  • Client-First Banking

    3 hours ago

    Coquitlam, Canada RBC Full time

    A leading Canadian bank seeks a client-focused individual for their Coquitlam branch to enhance customer experiences through sales expertise and problem-solving skills. This full-time role requires a mutual funds accreditation, digital literacy across various devices, and the ability to build strong client relationships. The bank offers competitive...

  • Member Experience Advisor — Banking Solutions

    4 days ago

    Coquitlam, Canada Prospera Full time

    A community-focused financial institution located in Coquitlam is seeking a Member Service Specialist. The ideal candidate will provide exceptional customer service while supporting sales efforts. Responsibilities include greeting customers, addressing inquiries, recommending banking solutions, and handling personal banking needs. Competitive compensation is...

  • Financial Advisor

    2 weeks ago

    Coquitlam, Canada Scotiabank Full time

    Requisition ID: 194541 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...