Banking Advisor, Milton

Last update 2024-04-18
Expires 2024-05-18
ID #2067343805
Banking Advisor, Milton
Canada, Ontario, Milton,
Modified March 11, 2024


Job Summary Job Description Please note: This posting has been designed to locate future advisors for the Halton Market and area (incl.

Burlington, Oakville, Milton, Halton Hills).

Applicants must have their mutual fund accreditations completed as per must-have requirements and must be mobile and flexible with schedule and availability to support 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 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 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.) Nice-to-have Track record in building rapport and maintaining client relationships within the financial or service industry Fluency in a second language 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 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   PCBADV Job Skills Additional Job Details Address: 1005 SPEERS RD: OAKVILLE City: OAKVILLE Country: Canada Work hours/week: 0 Employment Type: Full time Platform: Job Type: Regular – Trainee (Trainee) Pay Type: Salaried Posted Date: 2022-03-16 Application Deadline: 2024-03-29 I nclusion 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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Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Banking advisor

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