Client Advisor/Banking Advisor

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Client Advisor/Banking Advisor

We are hiring for multiple locations in any of the retail branch locations within Waterloo, Kitchener, Cambridge Guelph. The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including extended hours, and Saturdays) as required

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
• Proactively take ownership of resolving and preventing client banking problems
• Actively listen and engage clients in conversation to further understand their individual needs
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business

What do you need to succeed?

Must-have

• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Mutual Funds accreditation, or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course)
• Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.)
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients

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
• 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
• World-class sales training, coaching, and development opportunities

Job Summary

• This is an opportunity for candidates to express their interest in current and future Client Advisor, Banking Advisor positions in the following locations: Waterloo, Kitchener, Cambridge, Guelph. Qualified applicants will be contacted to review their resume in more detail.

Please note job description below is tailored to the Banking Advisor Position.

Address:

WATERLOO, Ontario, Canada

City:

CAN-ON-WATERLOO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular – Trainee (Trainee)

Pay Type:

Salaried

Posted Date:

2022-09-12

Application Deadline:

2023-07-31

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 rbc.com/careers.