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.
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
Manager, Product Control
Toronto, CAN
RBC is seeking a Product Control Manager to support Treasury Services in Capital Markets through valuation, P&L reporting, reconciliations, and risk reporting. Applicants need at least two years supporting a trading desk
Lead Digital Product Owner
Toronto, CAN
RBC is seeking a Lead Digital Product Owner to guide digital product roadmaps and lifecycle delivery. The role calls for product management experience across business requirements, cross-functional collaboration, researc
Manager - Product Control – Central Funding Group
Toronto, CAN
RBC is seeking a Product Control Manager to support its Central Funding business through daily valuation, P&L reporting, accounting, and reconciliations. Candidates need a university degree, at least four years of produc
Manager, Application Resiliency
Vancouver, CAN
RBC is seeking a manager to lead application resiliency and support within its Global Asset Management Operations team. The role combines team leadership with incident resolution, application operations, monitoring, auto
Director, Strategy
Toronto, CAN
RBC seeks a strategy director to shape CRM and branch-platform roadmaps and improve digital tools for Canadian Banking advisors. The role requires deep, hands-on Salesforce Financial Services Cloud and Client360 expertis
Private Banker
Calgary, CAN
RBC is seeking a Private Banker to advise high-net-worth households and grow client relationships in the Calgary region. The role focuses on wealth planning, credit, cash management, and business development; candidates
Director, Corporate Client Group Finance
Calgary, CAN
RBC is seeking a Director for its Corporate Client Group Finance team, structuring and managing bank debt for mid-market clients. The role covers syndicated and bilateral lending, credit approvals, financial analysis, an
Director, Corporate Client Group Finance
Edmonton, CAN
RBC seeks a Director of Corporate Client Group Finance to structure and manage mid-market corporate lending and support loan origination and client strategy. The role leads credit approvals, transaction analysis, and coo
Manager, Product Control
Toronto, CAN
Lead Digital Product Owner
Toronto, CAN
Manager - Product Control – Central Funding Group
Toronto, CAN
Manager, Application Resiliency
Vancouver, CAN
Director, Strategy
Toronto, CAN
Private Banker
Calgary, CAN
Director, Corporate Client Group Finance
Calgary, CAN
Director, Corporate Client Group Finance
Edmonton, CAN