Banking Advisor: Client-First & Digital Solutions

RBC; Oakville; On-site; CAD 32,000 - 46,000; Part time

Job summary

RBC is seeking an Ambassador in Oakville to support clients in-branch, focusing on understanding needs, educating customers on digital capabilities, and driving new client acquisition while deepening existing relationships. The role emphasizes exceptional service and a client-first approach.

You will collaborate with partners, offer compliant financial solutions, and help clients navigate RBC products and services while maintaining risk controls in a team-driven environment.

Qualifications

• Goal-oriented with a client-first mindset.
• Strong communication skills and emotional intelligence.
• Digital literacy across devices (phones, tablets, laptops).
• Willingness to obtain Investment Funds in Canada or the Canadian Securities Course.

Responsibilities

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions.
• Educate clients and demonstrate digital capabilities to deliver a memorable experience, drive solutions and retain business.
• Spot opportunities to offer additional advice and introduce clients to RBC partners or fulfill client solutions.
• Take ownership of resolving and preventing client banking problems.
• Cultivate and maintain relationships with partners to work as one RBC team.
• Manage risks by adhering to compliance routines, processes, and controls.

Skills

Goal-oriented

Self-motivation

Communication skills

Emotional intelligence

Digital literacy

Flexibility to work flex hours

Eagerness to learn

Investment funds knowledge (CSC)”

Job description

RBC is seeking an Ambassador in Oakville to support clients in-branch, focusing on understanding needs, educating customers on digital capabilities, and driving new client acquisition while deepening existing relationships. The role emphasizes exceptional service and a client-first approach.

You will collaborate with partners, offer compliant financial solutions, and help clients navigate RBC products and services while maintaining risk controls in a team-driven environment.