Search jobs > Vernon, BC > Banking advisor

Banking Advisor

0000050007 Royal Bank of Canada
VERNON, British Columbia, Canada
$55K-$65K a year (estimated)
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 Additional Job Details

Address : 2306 HWY 6 : VERNON

2306 HWY 6 : VERNON

City : VERNON

VERNON

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform :

Personal and Commercial Banking

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2024-05-21

2024-05-21

Application Deadline :

2024-06-11

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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 jobs.rbc.com.

30+ days ago
Related jobs
Royal Bank of Canada>
Vernon, British Columbia

Specifically, you help clients with their everyday banking, credit, and investment needs. 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 memor...

0000050007 Royal Bank of Canada
Vernon, British Columbia

Specifically, you help clients with their everyday banking, credit, and investment needs. 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 memor...

Royal Bank of Canada>
COWICHAN VALLEY, Canada

Specifically, you help clients with their everyday banking, credit, and investment needs. 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 memor...

Promoted
McDonald's
Vernon, British Columbia

No experience needed, while previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated. ...

Pattern Financial Group
Magnolia, TX, CA

Financial Advisor Job Description. Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations. At Pattern Financial Group, we are looking for talented people who want to take control of their own success. W...

Royal Bank of Canada>
Vernon, British Columbia

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services. As an Investment Advisor at RBC Dominion Securities, you can help your clien...

CB Canada
Canada

As a key member of the Carfair Composites accounting department, your duties will include tasks that assist with the preparation of the monthly financial statement package, as well as providing general support within the organization to operations, and assisting with customer collections. Preparatio...

The Bulfinch Group
Needham, MA, CA

Financial Advisor - The Bulfinch Group. Join our growing team as a Financial Advisor! Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance. Benefits for the Financial Advisor (Sales):. Qualifications for the Financial A...

HD Supply
BC, CA
Remote

If you're ready to find a rewarding career and achieve your full potential with a growing industry leader, HD Supply is ready for you! HD Supply Canada offers a great opportunity to excel in sales amongst our matrixed sales organization (National Account Managers, Sales leaders, projects team etc) ...

Island Health
British Columbia, CA

A level of education, training and experience equivalent to a recognized accounting designation (CPA) plus five (5) years recent related experience in financial reporting in a large, complex organization, or an equivalent combination of education, training and experience. Demonstrated knowledge of g...