Client Advisor

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

Job summary

A leading bank in Oak Bay is seeking a client-focused sales representative to enhance client interactions and banking experiences. The ideal candidate will engage with clients to identify their banking needs, provide essential education on services, and assist with various financial transactions. Strong interpersonal skills and digital literacy are crucial for success in this full-time role, which also offers competitive compensation and opportunities for career advancement.

Benefits

Comprehensive Total Rewards Program

World-class sales training

Support from a collaborative team

Qualifications

• Demonstrated passion for putting clients first in a sales environment.
• Strong problem-solving and relationship-building skills.
• Digital literacy across various devices (smartphones, tablets, laptops).
• Flexibility, eagerness to learn, and strong personal ethics.

Responsibilities

• Engage proactively with clients to uncover banking needs.
• Assist clients with financial transactions and provide education.
• Handle client complaints and proactively resolve banking problems.
• Build relationships with partners for business opportunities.

Skills

Adaptability

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Curious Mindset

Data Analysis

Digital Literacy

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 is the opportunity?

Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and 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 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: 2255 OAK BAY AVE: OAK BAY
City: Oak Bay
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Salaried

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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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.