Personal Banking Advisor jobs
View similar jobs with this employerRoyal Bank of CanadaCambridge, ON N3C 4B3- Full-time
- Proactively take ownership of resolving and preventing client banking problems.
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for…
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- Salary Search: Banking Advisor salaries in Cambridge, ON
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- CIBCHalifax, NS
- Full-time
- On call
- Proactively suggest banking options that will help clients achieve their financial goals.
- Focus on each client experience and connect on a personal level to…
View similar jobs with this employerATB FinancialGrande Prairie, AB- Relevant experience in the retail banking industry or a similar field.
- Drive Sales with Expertise: Guide retail personal and business clients toward the right…
View similar jobs with this employerCIBCSt. John's, NL- Full-time
- It’s an asset if you have prior banking experience in a similar capacity.
- You’re flexible to work our banking centre hours which may include evenings and…
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- Your Neighbourhood Credit UnionLondon, ON
- $65,000–$70,000 a year
- Full-time +1
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Extended health care
- As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs.
- Benefits are 100% paid for by YNCU.
- Libro Credit UnionLondon, ON N5W 3G1
- Full-time
- Provide tailored financial advice and solutions to members across both personal and business banking.
- This role is designed to deliver exceptional service while…
- Libro Credit UnionLondon, ON N5W 3G1
- Full-time
- Provide tailored financial advice and solutions to members across both personal and business banking.
- This role is designed to deliver exceptional service while…
View similar jobs with this employerNational Bank of CanadaEdmonton, AB T5J 3S4- Full-time
- Employee assistance program
- Wellness program
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure…
View similar jobs with this employerRoyal Bank of CanadaOttawa, ON K1P 5B4- Full-time
- Experience with emerging communications and technology (i.e., web-based meetings, social media, digital banking, and mobile applications).
- View all Royal Bank of Canada jobs - Ottawa jobs - Banking Advisor jobs in Ottawa, ON
- Salary Search: Commercial Banking Advisor salaries in Ottawa, ON
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- ScotiabankMontréal, QC
- In-depth understanding of retail banking products and services, including credit products, mortgages, and personal loans.
View similar jobs with this employerFinancial Service Representative
Easily applyOften replies in 2 dayseasyfinancialSaint John, NB E2K 3A1- $18–$19 an hour
- Full-time
- Paid vacation
- RRSP match
- Along with paid vacation and personal days.
- Build strong relationship by welcoming and engaging customers in person, over the phone, and by email.
- National Bank of CanadaCalgary, AB T2E 8Z5
- $61,800–$73,700 a year
- Full-time
- Employee assistance program
- Wellness program
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, mortgage renewal,…
View similar jobs with this employerCIBCSalmon Arm, BC V1E 4N2- Full-time
- You’re flexible to work our banking centre hours which may include evenings and weekends.
- Client engagement - Focus on each client experience and connect on a…
View similar jobs with this employerScotiabankParry Sound, ON- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.
- To uncover and solve for customers’ needs.
View similar jobs with this employerNational Bank of CanadaVancouver, BC V6E 2Y2- $49,000–$60,700 a year
- Full-time
- Employee assistance program
- Wellness program
- Strong knowledge of Personal banking solutions and Small Business banking experience is considered an asset.
- 3+ years of banking experience.
View similar jobs with this employerFairstoneKenora, ON- $22.26 an hour
- Full-time
- Dental care
- With a diverse suite of products—residential and commercial mortgages, consumer deposits and GICs, credit cards, retail and automobile financing, personal loans…
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Banking Advisor
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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
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
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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.