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Financial Advisor - Midland, ON
Scotiabank
Midland, ON
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Financial Advisor - Yorkdale Shopping Centre, North York, ON (37.5 hours/week)
Scotiabank
Toronto, ON · North York, ON
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…quantitative tools that enhance the investment process and advisor-facing impact. Operating at the intersection of data analytics, finance, and technology, the role requires strong…
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Manager, Quantitative Strategies & Analytics
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Toronto, ON
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Toronto, ON
Act as a trusted advisor to business leaders across Retail, Wealth, Risk, Finance, and other key functions.
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Financial Advisor - Eglinton & Bathurst, Toronto, ON
Scotiabank
Toronto, ON · North York, ON
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Senior Financial Advisor - 3rd Street, Medicine Hat, AB
Scotiabank
Medicine Hat, AB
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Wealth Specialist
Sun Life
Toronto, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
The Wealth Specialist is a key member of the Wealth Consulting team responsible for supporting advisor development, portfolio analysis, business planning activities, and the execution of…
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Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Bordeaux-Cartierville-Saint-Laurent
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
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Personal Finance Advisor
Desjardins
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Advisor, Business strategies
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As a Business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery;…
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Account Manager, Business
Desjardins
Levis, QC
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…your line of business. You lead, influence and serve as expert advisor to clients and practitioners. You have considerable leeway and many opportunities to establish and negotiate product…
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C
Administrative Assistant
CIBC
Winnipeg, MB
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 15 mins ago
B
Senior Relationship Manager
BMO
Charlottetown, PE
- Full-time
…financial solutions that fuel business success. As a trusted advisor, we deliver a full suite of commercial banking capabilities including lending, treasury management, cash management,…
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BB
Retail Financing and Sales Associate (Seasonal)
Best Buy Canada
Downsview, ON
- Part-time
Join our team! We are hiring immediately for a retail financing and sales associate, which we call a financing advisor at Best Buy. As a retail financing and sales associate, you will help…
Added 15 mins ago
L
Principal - Workers' Compensation
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Fredericton, NB · Halifax, NS
- Full-time
As a Principal on our Defined Benefits and Actuarial Services team, you will act as a trusted advisor, delivering high-level actuarial solutions and driving practice growth. If you are a…
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VB
Senior Financial Analyst
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Toronto, ON
- $40 to $50 CAD / hour
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Act as an internal accounting policy advisor, providing IFRS guidance and advisory services to finance and business stakeholders.
Added 30 mins ago
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Insurance Advisor
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Oakville, ON
- $45,000 to $80,000 CAD / year
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LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP
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C
Senior Premium Administrator
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- Full-time
…Account (HSA), and Personal Spending Account (PSA) products; advisor commission system configuration and ongoing support; payment processing and reconciliation; and other essential…
Added 44 mins ago
AC
Regional Service Agent
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AB · Edmonton, AB
- Full-time
Provide personalized service while being a Trusted Advisor with respect to insurance.
Added 45 mins ago
S
Senior Commercial Advisor
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Toronto, ON
- Full-time
§ Serve as the lead Owner Representative commercial advisor to Project Delivery and Program Controls teams, providing direction on key commercial, contractual, risk, and governance matters.
Added 45 mins ago
Senior Banking Advisor - Ottawa Main, ON
Scotiabank
Ottawa, ON
Added 45 mins ago
Senior Financial Advisor - Hazeldean, Kanata, ON
Scotiabank
Ottawa, ON · Kanata, ON
Added 45 mins ago
Financial Planner, Scotia Financial Planning - Bridgewater
Scotiabank
Bridgewater, NS
…cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full…
Added 1 hour ago
AW
Bilingual Customer Success Associate
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Toronto, ON
- Full-time
The Agora Operations and Advisor Support Department is responsible for providing a full range of account lifecycle and maintenance activities and support to our clients. As a Bilingual…

RBC

Client Advisor

Ottawa, ON, Canada

Part-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Part-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Nov 3, 2026

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 perform

Job Skills

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

Additional Job Details

Address:

5501 MANOTICK MAIN ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular – Trainee (Trainee)

Pay Type:

Salaried

Posted Date:

2026-11-03

Application Deadline:

2026-11-11

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.

Apply About employer

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

Sales
Problem-solving
Client service
Digital literacy
Financial transactions
Relationship management
Communication
Active listening
Client education
Adaptability
Advice based solutions
Client centricity
Client discovery
Data analysis
Curious mindset

Benefits

Competitive compensation
Bonuses
Flexible benefits
Career advancement opportunities
Sales training
Coaching and development

Visa sponsorship

Not detected in the job text

Keywords

Banking
Sales
Client Advisor
Financial Services
Digital Banking
Mutual Funds
Investment Funds in Canada
Canadian Securities Course
Customer Satisfaction
Relationship Building
Problem Solving
Digital Literacy
Financial Transactions
Referral Opportunities
Client Retention
Branch Operations
Sales Training
Professional Development
Total Rewards Program
Collaboration

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