Client Advisor and Banking Advisor Opportunities - Foothills Community

Place of work Okotoks
Contract type -
Start date 1 week ago
Salary -

Job details

Job description, work day and responsibilities

Job Summary

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
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

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
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:

144 ELIZABETH ST:OKOTOKS
City:

OKOTOKS
Country:

Canada
Work hours/week:

37.5
Employment Type:

Full time
Platform:

PERSONAL & COMMERCIAL BANKING
Job Type:

Regular
Pay Type:

Salaried
Posted Date:

2025-04-22
Application Deadline:

2025-06-30
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above

Inclusion 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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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.

Company address

Canada
Alberta
Okotoks
Show on map Get directions
Company Name: Brewin Dolphin
You will be redirected to another website to apply.
Offer ID: #1086445, Published: 1 week ago, Company registered: 5 months ago

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