Client Advisor

RBC; Courtenay; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada is seeking a client-focused individual to enhance client interactions through problem-solving and sales expertise. This role involves engaging with clients in various branch areas, assisting in financial transactions, and cultivating relationships to drive client satisfaction. Candidates should demonstrate strong people skills and digital literacy. The position offers a comprehensive rewards program and career advancement opportunities in a dynamic team environment.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Career advancement opportunities

Qualifications

• Demonstrated passion for putting clients first and success in a target-driven sales environment.
• Problem-solving and people skills to build strong relationships with clients.
• Flexibility, eagerness to learn, and hunger for success.

Responsibilities

• Proactively engage with clients in all areas of the branch to meet their needs.
• Focus on client education, leveraging technology to enhance their experience.
• Take ownership of resolving client banking problems.

Skills

Adaptability

Client Centricity

Problem-Solving

Digital Literacy

Communication

Job description

Job Description

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, onboarding 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?

• 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: 1015 RYAN RD:COURTENAY

City: Courtenay

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-02-06

Application Deadline: 2026-02-20

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At 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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