Part Time Client Advisor
Role Overview
Support clients with everyday banking and provide help, advice, and memorable client experiences.
Demonstrate digital banking, onboard clients, and refer complex opportunities to specialists.
Key Skills for This Role
Full Job Posting
Role overview
Support clients with everyday banking and provide help, advice, and memorable client experiences.
Demonstrate digital banking, onboard clients, and refer complex opportunities to specialists.
Responsibilities
- Engage clients in the branch and community to uncover banking needs, provide advice, and identify sales and referral opportunities.
- Educate clients and demonstrate technology to support client experience, sales, and retention.
- Respond to client contact and assist with a full range of financial transactions.
- Listen to clients, understand their needs, and take ownership of resolving and preventing banking problems.
- Build partner relationships and collaborate on business opportunities and referrals.
Requirements
- Demonstrated client-first approach and success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, ability to build relationships, flexibility, eagerness to learn, and strong personal ethics.
- Digital literacy across devices such as smartphones, tablets, and laptops.
- Availability to work all business hours.
Preferred qualifications
- Experience building rapport and client relationships in financial or service industries is an asset.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course, is an asset.
Benefits and development
- Total rewards program includes compensation, bonuses, and flexible benefits.
- Career advancement, sales training, coaching, and development opportunities are offered.
Schedule
- The posting lists 18.75 work hours per week and requires availability during all business hours.
Workplace
- The duties involve client interactions in a branch and in the community.
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, Application Resiliency
Vancouver, CAN
Job Description As part of the RBC Global Asset Management (GAM) Operations team, you will be responsible for the upkeep all RBC GAM's applications. You will be responsible for timely incident resolution and change imple
Director, Corporate Engagement and Internal Identity
Toronto, CAN
Job Description What is the opportunity? The Director, Corporate Engagement and Internal Identity is accountable for shaping and executing RBC Royal Trust's internal communications strategy (including client facing) in s
Senior Relationship Manager - Royal Distinction
Toronto, CAN
RBC Direct Investing seeks a senior relationship manager to retain and grow a portfolio of high- and ultra-high-net-worth clients. The role combines tailored client service, business development, partner referrals, and c
Private Banker
Calgary, CAN
RBC seeks a private banker to advise high-net-worth clients on wealth planning, credit, cash management, and banking, while acquiring new clients and deepening existing relationships. The role combines tailored advice, r
Administrative Assistant
Calgary, CAN
RBC is looking for an Administrative Assistant to support a wealth management advisory team and provide efficient, professional service to clients. The role includes coordinating meetings, responding to client requests,
Full Stack Engineer
Vancouver, CAN
RBC is seeking a senior full stack engineer to build and support services, APIs, integrations, and data solutions for fraud, AML, finance, and risk applications. Candidates need software engineering and integration exper
Senior Quality Engineer
Toronto, CAN
RBC is seeking a senior quality engineer to build and execute automated testing across APIs, applications, managed file transfer platforms, and job schedulers. Candidates need substantial functional and API testing exper
Customer Service Representative - Creditor Insurance
Mississauga, CAN
RBC is seeking a Customer Service Representative to support clients with creditor insurance coverage over the phone. The role involves handling requests and concerns, explaining coverage, retaining customers, processing
Manager, Application Resiliency
Vancouver, CAN
Director, Corporate Engagement and Internal Identity
Toronto, CAN
Senior Relationship Manager - Royal Distinction
Toronto, CAN
Private Banker
Calgary, CAN
Administrative Assistant
Calgary, CAN
Full Stack Engineer
Vancouver, CAN
Senior Quality Engineer
Toronto, CAN
Customer Service Representative - Creditor Insurance
Mississauga, CAN