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Client Advisor

  • Ajax, ON, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

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 everyday banking, 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

· 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.)

· Must be able to work all business hours

Nice-to-have

· Track record in building rapport and maintaining client relationships within the financial or service industry

· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

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

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

Additional Job Details

Address:

2 HARWOOD AVE S:AJAX

City:

Ajax

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-08

Application Deadline:

2026-10-22

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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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.

More about this job

Responsibilities

The Client Advisor is responsible for proactively engaging with clients to identify banking needs, provide financial advice, and facilitate transactions. They also collaborate with partners to drive sales and ensure a high-quality, personalized client experience.

Requirements

Candidates must possess strong sales and problem-solving skills, along with digital literacy across various devices. A passion for client service and the ability to work all business hours are essential requirements for this role.

Skills

  • Client advisory
  • Sales
  • Problem-solving
  • Banking
  • Digital literacy
  • Relationship management
  • Communication
  • Customer service
  • Financial transactions
  • Client education
  • Referral management
  • Adaptability
  • Advice based solutions
  • Client centricity
  • Client discovery
  • Data analysis

Benefits

  • Competitive compensation
  • Bonuses
  • Flexible benefits
  • Career advancement opportunities
  • Sales training
  • Coaching

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support
  • Retail

Keywords

  • Banking
  • Sales
  • Client advisor
  • Financial services
  • Digital banking
  • Mutual funds
  • Investment funds in Canada
  • Canadian securities course
  • Customer satisfaction
  • Relationship management
  • Referrals
  • Technology
  • Problem-solving
  • Communication
  • Data analysis
  • Personal banking
  • Commercial banking
  • Client experience
  • Target-driven
  • Professional ethics

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