Client Advisor
Role Overview
Supports clients with everyday banking and helps them achieve their goals through advice, digital banking education, 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 education, and referrals.
What you will do
- Engage clients in the branch and community to identify banking needs, provide advice, and uncover sales and referral opportunities.
- Educate clients and demonstrate digital banking tools to improve experience, drive sales, and retain business.
- Handle client-initiated contact and assist with a full range of financial transactions.
- Listen to clients to understand individual needs and take ownership of resolving and preventing banking problems.
- Maintain partner relationships to support business opportunities and referrals.
Qualifications
- Demonstrated client-first approach and success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, strong relationship-building ability, flexibility, eagerness to learn, personal ethics, and motivation to succeed.
- Digital literacy across smartphones, tablets, laptops, and other devices.
- Must be available to work all business hours.
- Financial or service-industry experience building client relationships is desirable.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course, is an asset.
What RBC offers
- Total rewards program with compensation, bonuses, and flexible benefits; career advancement and sales training, coaching, and development opportunities.
- Collaborative team support and tools to help employees develop and grow.
Hours
- 37.5 work hours per week; the role requires availability during all business hours.
Workplace
- The role involves serving clients in the branch and community; the posting gives a branch address in Langley.
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