Client Advisor

RBC

Heart's Content

On-site

CAD 52,000 - 75,000

Full time

5 days ago
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Job summary

RBC in Heart's Content, Canada, seeks a customer‑focused financial services professional to provide tailored advice and solutions to clients in the branch. You will engage in needs-based conversations, support digital capability use, and contribute to team sales while delivering exceptional service.

You will manage client concerns at first contact, adhere to compliance routines, and continuously develop product knowledge to support local clients and communities.

Qualifications

  • Proven customer service skills, preferably in the financial or service industry.
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence.
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).
  • Personal flexibility to work flex hours.
  • Eagerness to learn and determination to succeed.

Responsibilities

  • Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch.
  • Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact.
  • Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions.
  • Understand & resolve client concerns, where possible, at first point of contact.
  • Educate & assist clients with using RBC digital capabilities.
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.

Skills

Customer service
Communication skills
Digital literacy
Flexibility
Eagerness to learn

Job description

What is the opportunity?

At RBC, we value each person’s unique customer service style, and encourage you to bring your best to our clients every day. In this role, you provide financial advice to clients and find solutions that meet their individual needs. You have the power to make our brand work for the people within your local community as you dedicate yourself to putting your clients first. If you have the drive to deliver exceptional customer service, you can build a great career with us here at RBC.

Job Description

At RBC, we value each person’s unique customer service style, and encourage you to bring your best to our clients every day. In this role, you provide financial advice to clients and find solutions that meet their individual needs. You have the power to make our brand work for the people within your local community as you dedicate yourself to putting your clients first. If you have the drive to deliver exceptional customer service, you can build a great career with us here at RBC.

What is the opportunity?

At RBC, we value each person’s unique customer service style, and encourage you to bring your best to our clients every day. In this role, you provide financial advice to clients and find solutions that meet their individual needs. You have the power to make our brand work for the people within your local community as you dedicate yourself to putting your clients first. If you have the drive to deliver exceptional customer service, you can build a great career with us here at RBC.

What will you do?
  • Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch
  • Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact
  • Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
  • Understand & resolve client concerns, where possible, at first point of contact
  • Educate & assist clients with using RBC digital capabilities
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
What do you need to succeed?
Must-have
  • Proven customer service skills, preferably in the financial or service industry
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Personal flexibility to work flex hours
  • Eagerness to learn and determination to succeed
Nice-to-have
  • Sales experience in the financial or service industry
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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Excellent career development and access to a variety of job opportunities across business and geographies
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills

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

Additional Job Details
Address:

236 MAIN RD:HEART'S CONTENT

City:

Heart'S Content

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-12

Application Deadline:

2026-08-22

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.

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