Client Advisor

rbc; Kelowna; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Total Rewards Program

Job summary

RBC is seeking a client-focused banking professional in Kelowna, Canada, to engage customers, educate on digital banking, and drive sales through proactive referrals and partnerships.

You will handle a full range of everyday banking transactions, nurture client relationships, and collaborate with RBC partners to support client goals and loyalty.

Qualifications

• Demonstrated passion for putting clients first in a hands-on, target-driven sales environment.
• Problem-solving and people skills to build strong client relationships and proactively connect with clients.
• Flexibility, eagerness to learn, strong ethics, and hunger for success.
• Digital literacy across devices (smartphones, tablets, laptops, etc.).
• Must be able to work all business hours.

Responsibilities

• Proactively engage with clients in-branch and in the community to uncover banking needs and sales opportunities.
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive sales.
• Respond to client-initiated contact with a full range of financial transactions.
• Actively listen to understand individual client needs and resolve issues.
• Proactively resolve and prevent client banking problems.
• Cultivate and maintain relationships with partners for referrals and opportunities.

Skills

Adaptability

Client Centricity

Communication

Digital Literacy

Data Analysis

Curious Mindset

Client Discovery

Advice Based Solutions

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: 3036 PANDOSY ST:KELOWNA City: Kelowna Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-16 Application Deadline: 2026-09-30 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.