Banking Advisor
Full-time
Royal Bank of Canada
Job Responsibility:
Job Summary
What is the opportunity? This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 other RBC partners to help clients achieve their goals. Whether you're teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as 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
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Goal-oriented individual with a demonstrated passion for putting clients first.
- 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 drive to succeed
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- 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
- 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
What is the opportunity?
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 other RBC partners to help clients achieve their goals. Whether you're teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as 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)
- Goal-oriented individual with a demonstrated passion for putting clients first.
- 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 drive to succeed
- 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
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
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job Details
Address:
2460 WINSTON CHURCHILL BLVD:OAKVILLECity:
OAKVILLECountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
Regular - Trainee (Trainee)Pay Type:
SalariedPosted Date:
2025-06-04Application Deadline:
2025-06-15Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I 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.
Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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 jobs.rbc.com.
Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Banking Advisor in Oakville, ON vacancy
$65k - $80k per year
...Our team is growing again! The Admission Advisor team at Merriam Music is responsible for interfacing with all prospective music students and families, and guiding and assisting them through the research and enrollment process at the school. It is a performance/sales based...SuggestedFull timeRemote workWeekend workDay shiftAfternoon shift2 days per week1 day per week$17.6 per hour
Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment. In this role you will work inside a major Canadian retailer, meeting customers where they shop and helping them discover a ...SuggestedHourly payPermanent employmentFull timePart timeFlexible hours- ...Job Description About the Role As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll use your fashion...SuggestedHourly payPart timeInternshipLocal areaImmediate startFlexible hoursWeekday work
$45k - $59.4k per year
...new business, cross-sell multiple products, and become a trusted advisor to our clients while directly contributing to the agency's... ...paced sales environment. Experience in insurance, retail sales, banking, mortgage, automotive, telecommunications, or customer-facing sales...SuggestedLong term contract$65k - $85k per year
...managers and employees as a strategic business partner and trusted advisor to determine and address business needs. The Human Resources... ...offer letter packages. Maintains an active and organized data bank of candidates for various positions (via JazzHR, our Applicant Tracking...SuggestedPermanent employmentFull timeInternshipWork at officeMonday to friday- ...Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing... ...increases overall profit contribution. As a Senior Private Banking Advisor you will apply extensive in-depth knowledge and skills to ensure...Full timeLocal areaRemote work
$19 per hour
...verify cash on hand to float. Handle customer complaints with integrity and confidence and, if necessary, direct customers to Service Advisor or other appropriate individuals. Process invoices. Operate credit card machines; verify balances at end of day and advise...Full timeImmediate startShift work- ...returns, T4/T4A slips, and other statutory filings), support SR&ED claim documentation and tracking, and help coordinate with external tax advisors and auditors to ensure timely, accurate submissions. Cross-Functional Collaboration: Work with other teams to ensure accurate...
- ...assigned project, you will have the opportunity to contribute to our team by: Responsibilities Be responsible for entering invoices, bank and Visa reconciliations into the PCL accounting system. Supports with courier and phone costing as well as running and updating...Hourly payRemplacementInternship
$100k - $115k per year
...contractual relationships with project stakeholders, including Contracting Authority, Contractors, Shareholders, Lenders' Technical Advisor, and others through formal and informal engagement; Monitor compliance with the Project Company’s obligations under the Project Agreement...Long term contractFull timeFor contractorsFor subcontractor3 days per week$85k - $100k per year
...3rd party full cycle day-to-day accounting which includes review of journal entries, accruals, reviewing accounts payable, oversight of bank reconciliations, HST reconciliations, and balance sheet account reconciliations. Review monthly billings, invoicing, or revenue...Full timeContract work3 days per weekFengate Asset Management
Oakville, ON20 hours ago$23.22 - $27.29 per hour
...chez LASIK MD See if you are our next: CLINICAL PATIENT ADVISOR (CLINICAL COUNSELOR) | Working in a LASIK MD clinic (an affiliated... ...or retention in a relevant industry such as cosmetics, retail, banking, insurance, travel sales, restaurants, gyms, etc. Your...Permanent employmentFull timeImmediate startMonday to fridayFlexible hoursGroupe Vision
Mississauga, ON20 hours ago$91k - $102k per year
...Improvement Lead for our North American Engineering and Procurement Projects business. Acting as an internal consultant and trusted advisor, this role is critical for leading cross-functional process improvement initiatives that align with our market strategy. As a member...Immediate startFlexible hours$25 per hour
...conservation, and restoration. Learn more about green jobs . This information was provided by the employer; it was not verified by Job Bank. The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive...Permanent employmentFull timeRemote work- ...focused on all billing items. As a relationship Manager, you will need to manage all billing concerns, collect payments, drive to the bank to make deposits, Work with the agent to establish and meet marketing goals. Assist with thank you cards. Assist with various...Full timeFor contractorsSeasonal work
- ...Insurance Sales Advisor Location: OAKVILLE, ONT Type: Full Time, Permanent Position Overview: Successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - Desjardins Agent Team...Permanent employmentFull timeFor contractorsWork at office
$75k - $85k per year
...other key financial accounts. Prepare supporting schedules and documentation for external accountants, auditors and other financial advisors. Assist with year-end working papers, financial reporting and tax-related requirements. Support WSIB and other periodic...Permanent employmentFull timeRemote workWork from homeHome office- ...We are so excited you are interested in our Service Advisor opportunity! Premier Truck Group is proud to be an essential business throughout the Coronavirus pandemic, allowing for the sustained employment of our employees while keeping health and safety a top priority....Full time
Premier Truck Group
Mississauga, ON20 hours ago - ...completed as required by the manufacturer and sufficient documentation exists to support the warranty claim. Coordinate with Service Advisors and / or Parts Department to confirm availability of parts needed to complete work orders. Perform Certified Pre-Owned (CPO)...Hourly payPrice workWeekend work
- ...Weins Auto Group is looking for an Service Advisor (Assistant Service Manager) at Audi Oakville. We are looking for a highly motivated and customer-centric individual to join our service team. This position is an integral role at Weins Auto Group and is the front-line service...Weekend work
- ...Financial Services Sales Advisor - Desjardins Agent Team Member Location: OAKVILLE, ONT Type: Full Time, Permanent Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance...Permanent employmentFull timeFor contractorsWork at officeFlexible hours
- ...partners, and Siemens factories to position Siemens solutions and drive profitable growth. The successful candidate acts as a trusted advisor to both customers and Account Managers, ensuring Siemens is well positioned on strategic projects, modernization initiatives, and...Long term contractWork at officeLocal areaRemote workFlexible hours
- ...teams. May have direct reports. Will typically assign activities and regularly give job-related guidance to department staff as a senior advisor. Communication Strong ability to Inform and persuade on complex matters through preparation and delivery of proposals...Full time
$60k - $70k per year
...at certain stages of the recruitment & applicant screening process. Now, if you were to come on board as one of our People (HR) Advisors , we’d ask you to do the following for us: Respond primarily by email to inquiries from managers and associates regarding employee...Full timeInternshipCompass Corporate
Mississauga, ON20 hours ago$75k per year
...growth across Ontario. You will manage existing customer relationships, identify new business opportunities, and serve as a trusted advisor to our wholesale partners. Your expertise in the meat industry and ability to consult on products and solutions will be key to your success...Full timeInternshipLocal area- ...delightful baked goods to communities across Canada every day. Any unsold items are donated daily to various local charities and food banks. The company's success can be attributed to the quality of our product, the development of our people, and our warm and friendly customer...Full timePart timeLocal areaFlexible hoursShift work
$90k - $110k per year
...infrastructure, ensuring compliance with Ontario employment legislation. Identify and engage Ontario legal counsel and other external advisors, and work with them to develop the policies, contracts, and agreements required to operate in Ontario. Lead the development of...Full timeInternshipLocal areaAfternoon shift$35k - $52k per year
...further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch... ...serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations...Full timeContract workPart timeDay shift$120k - $150k per year
...Finance to focus on transformation: ERP selection and implementation, banking strategy, and AI-driven process redesign. This is a hybrid role,... ..., even at small scale (e.g., led a 1–2 person team), big-bank, large-team, long-tenure backgrounds are not the fit we're looking...Bank staffInternshipImmediate startRemote work$60k - $75k per year
...Now Hiring: Customer-Focused Service Advisor – Be the Friendly Face of Our Service Department & Drive an Exceptional Experience Every Visit! Be the Voice of Confidence – Guide Customers Through a 5-Star Service Experience! We’re looking for a customer-focused, organized...Full timeContract workTemporary workInternshipFlexible hours401 Auto
Mississauga, ON20 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking Advisor. Be the first to apply!
Related searches
- commercial banking associate Oakville, ON
- personal banking associate Oakville, ON
- financial banking Oakville, ON
- part time bank Oakville, ON
- banque assurance Oakville, ON
- bank customer service representative Oakville, ON
- bancaire Oakville, ON
- bank of canada Oakville, ON
- conformité banque Oakville, ON
- bank work from home Oakville, ON