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Added 12 hours ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…relationships, and business development skills needed to grow as an advisor. With mentorship, access to an established platform, and the opportunity to build ownership in the client…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mississauga, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting, Public Companies
ACCA Careers
Mississauga, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 day ago
AC
Accountant, Assurance and Accounting (September 2027)
ACCA Careers
Cornwall, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 1 day ago
A
Senior Wealth Advisor
ATB
Innisfail, AB · Red Deer, AB · Rocky Mountain House, AB
- Full-time
…award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect of your clients’…
Added 1 day ago
A
Senior Wealth Advisor
ATB
Grande Prairie, AB
- Full-time
…award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect of your clients’…
Added 1 day ago
RD
Branch Operations Manager
RBC Dominion Securities
Guelph, ON
- Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…
Added 1 day ago
RD
Senior Associate
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
South Cypress, MB · GLENBORO-SOUTH CYPRESS, Manitoba
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
RB
Financial Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 day ago
MC
Director, Specialized Operations
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
…business leaders, the Director builds future capability, improves Advisor and Member experience, and delivers measurable efficiency, quality and growth…
Added 1 day ago
RB
Branch Operations Manager
Royal Bank of Canada
Guelph, ON
- Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…
Added 1 day ago
RB
Senior Associate
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
Greenstone, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
RB
Banking Advisor
Royal Bank of Canada
St. Marys, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
R
Client Advisor
RBC
Glenboro, MB
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
NR
Analyst - Wealth Services
North Road Investment Counsel
AB · Edmonton, AB
- Full-time
…portfolio operations, reporting, reconciliation, transfers, and advisor…
Added 1 day ago
RC
Investment Advisor Assistant
Research Capital Corporation
Vancouver, BC
- Contract
We are seeking a skilled Investment Advisor (IA) Assistant for our Vancouver office. Drawing on your background and/or education in the financial services industry, you will use your…
Added 1 day ago
RD
Administrative Assistant
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
R
Branch Operations Manager
RBC
Guelph, ON
- Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…
Added 1 day ago
R
Client Advisor
RBC
Greenstone, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
R
Banking Advisor
RBC
St. Marys, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
R
Financial Advisor
RBC
Barrie, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…

RBC

Banking Advisor

St. Marys, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 23, 2026

Original job description

Job Description

Banking Advisor

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

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address:

133 QUEEN ST E:ST. MARYS

City:

St. Marys

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-23

Application Deadline:

2026-11-06

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.

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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.

Apply About employer

More about this job

Responsibilities

The Banking Advisor proactively engages with clients to identify financial needs, provide advice, and facilitate banking, credit, and investment solutions. They also focus on client education, digital tool demonstration, and maintaining strong relationships with partners to drive business growth.

Requirements

Candidates must possess Mutual Funds accreditation and demonstrate a strong background in target-driven sales and client relationship management. Proficiency in digital technology and the ability to work all open business hours are also required.

Skills

Banking
Sales
Client service
Problem-solving
Investment advice
Credit services
Digital literacy
Relationship management
Financial transactions
Communication
Critical thinking
Data analysis
Mutual funds
Client discovery
Active listening

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Banking Advisor
RBC
Mutual Funds
Investment Funds in Canada
Canadian Securities Course
Sales
Client Experience
Financial Services
Digital Banking
Relationship Management
Customer Satisfaction
Financial Transactions
Business Development
Referrals
Problem Solving
Digital Literacy
Personal Banking
Commercial Banking
Client Loyalty
Total Rewards Program

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