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Job summary

The Banking Advisor will proactively engage with clients to identify banking needs, provide financial advice, and facilitate transactions. They are responsible for driving sales, resolving client issues, and collaborating with partners to maintain strong business relationships.

Job details

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, 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 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.) Must be able to work all business hours Nice-to-have Track record in building rapport and maintaining client relationships within the financial or service industry Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) What’s in it for you? 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, Curious Mindset, Data Analysis, Digital Literacy Additional Job Details Address: 2690 MILL BAY RD:COWICHAN VALLEY City: Cowichan Valley Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-21 Application Deadline: 2026-09-27 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

What you’ll do

The Banking Advisor will proactively engage with clients to identify banking needs, provide financial advice, and facilitate transactions. They are responsible for driving sales, resolving client issues, and collaborating with partners to maintain strong business relationships.

Requirements

Candidates must demonstrate a passion for client service and success in a target-driven sales environment. Strong problem-solving skills, digital literacy, and the ability to work all business hours are required for this role.

Benefits

• Competitive compensation • Bonuses • Flexible benefits • Career advancement opportunities • Sales training • Coaching and development

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Data analysis · Preferred
• Sales · Preferred
• Communication · Preferred
• client relations · Preferred
• Critical Thinking · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Problem-solving
• Client relations
• Financial transactions
• Digital literacy
• Communication
• Active listening
• Relationship management
• Customer service
• Data analysis
• Critical thinking
• Smartphone Operation
• Digital Banking
• Rapport Building
• Workplace Inclusivity
• Client Education
• Curiosity
• Digital Literacy
• Willingness To Learn
• Ethical Standards And Conduct
• Data Analysis
• Commercial Banking
• Investments
• Customer Service
• Critical Thinking
• Innovation
• Problem Solving
• Coaching
• Sales Training
• Service Industries
• Securities (Finance)
• Tablets

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Banking Advisor
• Licensed Banker
• Financial and Investment Advisers
• Securities, Commodities, and Financial Services Sales Agents