Banking Advisor

7 days ago

Oakville, Ontario, 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?

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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address:

309 HAYS BLVD:OAKVILLE

City:

Oakville

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

    2 weeks ago

    Oakville, Ontario, Canada RBC Full time

    Job DescriptionWhat is the opportunity?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...

  • Developing Investment Advisor

    2 weeks ago

    Oakville, Ontario, Canada TD Full time

    Work Location:Oakville, Ontario, Canada*Hours:*37.5*Line Of Business:*TD Wealth*Pay Details:*$50,000 - $100,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD....

  • Associate Advisor

    7 days ago

    Oakville, Ontario, Canada RBC Dominion Securities Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an Associate Advisor, you will work...

  • Financial Advisor

    5 days ago

    Oakville, Ontario, 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 and...

  • Associate Advisor

    1 week ago

    Oakville, Ontario, Canada RBC Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an Associate Advisor, you will work...

  • Financial Advisor

    5 days ago

    Oakville, Ontario, 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 and...

  • Wealth Associate

    2 weeks ago

    Oakville, Ontario, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job:Support investment advisors in providing superior...

  • Regional Vice President, Capital Raising

    4 days ago

    Oakville, Ontario, Canada The Skyline Group of Companies Full time

    Do you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Skyline Capital teamThis position would be based out of Oakville.Compensation: Starting at...

  • Client Service Assistant, Private Wealth

    2 weeks ago

    Oakville, Ontario, Canada BMO Full time $33,600 - $50,900

    Application Deadline:01/05/2026Address:360 Oakville Place Drive Job Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and Nesbitt Burns branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role,...

  • Banking Advisor

    7 days ago

    Oakville, Canada National Bank of Canada Full time

    **Primary Locations**:Oakville, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Oakville, you'll 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 provide...

  • Banking advisor

    5 days ago

    Oakville, Canada NBC Full time

    Attendance On-Site Job number 26994 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 11-Jun-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Location: Oakville, Ontario City Oakville Province/State Ontario Area(s) of interest: Advisory services, Personal banking A...

  • Banking Advisor

    1 week ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 192090 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

    6 days ago

    OAKVILLE, 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...

  • Banking Advisor

    5 days ago

    Oakville, 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...

  • Banking Advisor

    2 weeks ago

    Oakville, 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

    1 week ago

    Oakville, 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

    2 weeks ago

    Oakville, Canada Brewin Dolphin Full time

    **Job Summary** Financial Advisor (Intern) accredited with Financial Planning 1 and Personal Financial Services Advice. **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...

  • Relationship Banking Advisor

    3 days ago

    Oakville, Canada CIBC Full time

    A leading Canadian bank in Oakville is looking for a skilled Financial Services Representative. The ideal candidate will foster client relationships and provide tailored service to assist with their financial goals. You should have a strong background in client relations and a valid Mutual Funds License, alongside a passion for helping clients succeed. Join...

  • Rbc Advisor

    1 week ago

    Oakville, Canada Royal Bank of Canada Full time

    -- - **RBC Advisor** **What is the opportunity?** With client expectations shifting in today’s digital world, we’ve been on a journey to transform our bank. Leveraging new technologies and creating an exceptional digital client experience is only part of our strategy. We fundamentally believe that in order to stay connected with our customers and...