Banking Advisor

RBC • Owen Sound, ON

4d • Onsite

About The Position

This role involves proactively engaging with clients in the branch and community to understand their banking needs, provide assistance and advice, and identify sales and referral opportunities. The focus is on client education and leveraging technology to enhance the client experience, drive sales, and retain business. Responsibilities include responding to client-initiated contact, assisting with financial transactions, actively listening to understand client needs, taking ownership of problem resolution, and cultivating relationships with partners for business opportunities and referrals.

Requirements

• 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 Haves

• Track record in building rapport and maintaining client relationships within the financial or service industry

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed