Banking Advisor

1 week ago


Port 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?

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:

871 VILLAGE DR:PORT COQUITLAM

City:

Port 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

    1 week 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...

  • Business Advisor

    2 weeks 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 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 service throughout...


  • 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...

  • Client Advisor

    2 days 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


    Port Alberni, 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...


  • 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...


  • Port Moody, British Columbia, Canada Vancity Full time

    Our Story & Purpose:We're Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We've made bold commitments to become net-zero by 2040 across all mortgages and loans, and we're actively pursuing...


  • Port Moody, British Columbia, Canada Vancouver City Savings Credit Union Full time

    Our Story & Purpose:We're Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We've made bold commitments to become net-zero by 2040 across all mortgages and loans, and we're actively pursuing...

  • Banking Advisor

    4 days 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...

  • Banking Advisor

    1 week ago


    Port 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...

  • Financial Advisor

    1 week ago


    Port Coquitlam, 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...


  • Port Coquitlam, Canada RBC Full time

    A financial institution in Port Coquitlam seeks a skilled individual for a client-focused position in banking. The role emphasizes proactive client engagement to uncover and satisfy banking needs, providing excellent service through technology. The ideal candidate will possess mutual funds accreditation and demonstrate top-tier relationship-building skills....

  • Banking Advisor

    1 week ago


    Coquitlam, Canada Brewin Dolphin Full time

    **Job Summary** **Note**:In this role, the work schedule is not yet determined; may include split days off (e.g. off Sunday and Wednesday or some other weekday). You will need to have flexibility to work at another branch in the Tri Cities area as needed (Coquitlam, Port Coquitlam and Port Moody) with adequate notice. **What is the opportunity?** This...

  • Financial Advisor

    1 week ago


    Port Coquitlam, Canada Scotiabank Full time

    Requisition ID: 228508 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...

  • Associate Advisor

    21 hours ago


    Port Coquitlam, Canada RBC Full time

    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 key.What will you do?Coordinate meetings and...


  • Port Coquitlam, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Auto Group’s relentless commitment to customer satisfaction has allowed us to grow into one of Canada’s largest companies. We encourage career growth and personal development within our company. We are looking for individuals who can contribute to our business operations today and our future growth. We encourage those with the required...


  • 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...

  • Money Advisor

    2 weeks ago


    Port Coquitlam, Canada Gulf & Fraser Full time

    **About Beem Credit Union** **What this role is all about**: The primary purpose of this role is to provide high-quality financial advice and services to meet the needs of new and existing members. This is done by actively engaging members at their first point of contact to identify their financial needs and then promoting personal banking solutions along...