Banking Advisor

Royal Bank of Canada•Sault Ste. Marie, ON

8d•Onsite

About The Position

This role involves proactively engaging with clients in the branch and community to understand their banking needs, provide 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 inquiries, assisting with financial transactions, actively listening to understand client needs, resolving client issues, and collaborating with partners for business opportunities and referrals.

Requirements

Mutual Funds accreditation (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 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