Client Advisor
Role Overview
Supports clients with everyday banking and helps them achieve their goals through advice, digital banking guidance, transactions, and referrals.
Key Skills for This Role
Full Job Posting
Role overview
Supports clients with everyday banking and helps them achieve their goals through advice, digital banking guidance, transactions, and referrals.
Responsibilities
- Engage clients in the branch and community to identify banking needs and sales or referral opportunities.
- Educate clients and demonstrate technology to improve client experience, drive sales, and retain business.
- Handle client-initiated contacts and financial transactions.
- Listen to clients, resolve and prevent banking problems, and maintain partner relationships for referrals.
Must-have qualifications
- Client-first approach and success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, with the ability to build relationships and connect with clients.
- Flexibility, eagerness to learn, strong personal ethics, and motivation to succeed.
- Digital literacy across smartphones, tablets, laptops, and other devices.
- Availability to work all business hours.
Nice-to-have qualifications
- Experience building rapport and client relationships in financial or service industries.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
Schedule
- Part-time position; listed work hours are 22.25 per week.
- Must be available to work all business hours.
Workplace
- Branch and community client engagement; the role is based around in-person banking services.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at RBC
Client Advisor
, CAN
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
Insurance Advisor Life, Health & Wealth
Nanaimo, CAN
Job Description What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. Currently hiring in the Vancouver area and Okanagan
Insurance Advisor Life, Health & Wealth
Hamilton, CAN
Job Description What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life, Health & Wealth Advisor (HLL
Client Advisor
Vancouver, CAN
Job Description THIS IS FOR FUTURE POTENTIAL OPENING: What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Spe
Operations Specialist
Montréal, CAN
Job Description What is the opportunity? As an Operations Specialist with the RESP, RDSP Registered Education Savings Plans (RESP)Registered Disability Savings Plan (RDSP)and TFSA ( Tax Free Savings Account Investment )
Banking Advisor
Cambridge, CAN
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
Senior Relationship Manager, Commercial Financial Services
Ottawa, CAN
Job Description What is the opportunity? Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship managem
Client Implementation Lead
Toronto, CAN
Job Description What is the opportunity? The Client Implementation Lead (cash management) role is your opportunity to become a critical member of the Implementation team, where you’ll drive exceptional client experiences
Client Advisor
, CAN
Insurance Advisor Life, Health & Wealth
Nanaimo, CAN
Insurance Advisor Life, Health & Wealth
Hamilton, CAN
Client Advisor
Vancouver, CAN
Operations Specialist
Montréal, CAN
Banking Advisor
Cambridge, CAN
Senior Relationship Manager, Commercial Financial Services
Ottawa, CAN
Client Implementation Lead
Toronto, CAN