Banking Advisor

6 days ago

Duncan, British Columbia, Canada Royal Bank of Canada 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?

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, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address:

395 TRUNK RD:DUNCAN

City:

Duncan

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.

  • Senior Financial Advisor

    1 week ago

    Duncan, British Columbia, Canada Island Savings, a division of First West Credit Union Full time

    Job DescriptionWe are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial...

  • Member Services Advisor UN

    5 hours ago

    Duncan, British Columbia, Canada First West Credit Union Full time

    DescriptionWe are currently seeking a Member Advisor to join our team.The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels...

  • Client Advisor

    5 days ago

    Duncan, British Columbia, 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, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Banking Advisor

    7 days ago

    Duncan, Canada RBC Full time

    Job Description 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...

  • Banking Advisor

    1 week ago

    Duncan, 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...

  • Financial Advisor

    6 days ago

    Duncan, Canada Scotiabank Full time

    Requisition ID: 187339 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 Advisor

    3 weeks ago

    Duncan, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Requisition ID: 243295Join 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...

  • Client-First Banking Associate: Growth

    27 minutes ago

    Duncan, Canada CIBC Full time

    A leading Canadian bank is seeking a Financial Services Associate in Duncan to support Financial Advisors in providing exceptional service to high-value clients. The role involves administrative support, creating client relationships, and problem-solving to meet financial goals. The ideal candidate is client-focused, values teamwork, and is eager to learn...

  • Member Solutions Advisor

    5 days ago

    Duncan, Canada Envision Financial Full time

    We are currently seeking a Member Solutions Advisor to join our team.The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions...

  • Financial Advisor

    1 week ago

    Duncan, Canada First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate...

  • Client Experience Advisor – Banking

    7 days ago

    Duncan, Canada RBC Full time

    A major financial institution in Duncan is seeking a client-focused sales representative. The role involves engaging with clients, educating them on banking products, and solving financial issues. Successful candidates will possess strong problem-solving skills and the ability to build relationships. Working hours are flexible, and the company offers...

  • Member Services Advisor Un

    4 days ago

    Duncan, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set up to...

  • Financial Advisor – Build Futures

    3 weeks ago

    Duncan, Canada Scotiabank Full time

    A leading bank in the Americas is seeking a Financial Advisor in Duncan, British Columbia. This role focuses on building strong customer relationships and providing tailored financial advice. The successful candidate will have a mutual funds license and a drive to exceed sales targets. Competitive compensation and benefits are offered along with...