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Banking AdvisorRBC • Winnipeg, Canada
No longer accepting applications
Banking Advisor

Banking Advisor

RBC • Winnipeg, Canada
7 days ago
Job type
  • Full-time
Job description
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.

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Banking Advisor • Winnipeg, Canada

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