Banking Advisor
Offer summary
Qualifications:
Mutual Funds accreditation or Canadian Securities Course is required., Experience in a target-driven sales environment with a client-first approach., Strong problem-solving and relationship-building skills., Digital literacy across various devices such as smartphones, tablets, and laptops..Key responsibilities:
- Engage proactively with clients to identify banking needs and sales opportunities.
- Educate clients on digital banking and assist with financial transactions.
- Build and maintain strong client relationships and collaborate with partners.
- Resolve client issues promptly to enhance satisfaction and loyalty.
Job description
Job Summary
Job Description
What is the opportunity?
This unique position calls on your clientfocused sales expertise and natural problemsolving 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, onboarding 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 clientinitiated 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
- 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 handson, targetdriven sales environment
- Problemsolving 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
- Arabic and French language skills considered an asset ***
- Track record in building rapport and maintaining client relationships within the financial or service industry
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- Worldclass sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as worldclass tools and training
- Opportunity to achieve great success and grow your career with RBC
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Additional Job Details
Address:
15735 97 ST NW:EDMONTON
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.
Nicetohave
What do you need to succeed?
Musthave