Banking Advisor

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

Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Additional Job Details

Address:

204 1 AVE S:

LETHBRIDGE

City:

Lethbridge

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date aboveI
nclusion and Equal Opportunity Employment
At 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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