Banking Advisor

Banking Advisor

Job Overview

Location
Portage la Prairie, Manitoba
Job Type
Permanent Job
Job ID
83193
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
427

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, or willingness to obtain it (e.g., 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 (e.g., smartphones, tablets, laptops, etc.)

 

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.

 

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

 

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.

Job ID: 83193

Similar Jobs

Puma

Full Time Job

Banking advisor Banking advisor

YOUR MISSIONThis role is responsible for Sales and Inventories, Product Margins ...

Full Time Job

Beam Suntory

Full Time Job

Banking advisor Banking advisor

What makes this a great opportunity?The successful candidate in this position wi...

Full Time Job

Puma

Full Time Job

Banking advisor Banking advisor

ResponsibilitiesTrack, manage and validate new system/process implementationSupp...

Full Time Job

Cigna

Full Time Job

Banking advisor Banking advisor

The job profile for this position is Financial Analysis Advisor, which is a Band...

Full Time Job

Cookies

This website uses cookies to ensure you get the best experience on our website.

Accept