Client Advisor

RBC; Saanich; On-site; CAD 48,000 - 64,000; Full time

Benefits offered by this job

Competitive pay

Bonuses

Flexible benefits

Career advancement

Sales training

Team environment

Job summary

RBC in Saanich, BC is seeking a client-focused sales professional to engage with clients in branch and the community, identify banking needs, educate on digital services, and refer complex opportunities to specialists.

You will respond to client inquiries, nurture relationships with partners, and help drive satisfaction and loyalty while upholding RBC values and delivering memorable customer experiences.

Qualifications

• Passion for putting clients first in a hands-on, target-driven sales environment.
• Strong problem-solving and people skills to proactively connect with clients.
• Flexibility, eagerness to learn, and strong personal ethics.

Responsibilities

• Proactively engage with clients in all areas of the branch and 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 with a full range of financial transactions.
• Actively listen and engage clients to understand their individual needs.
• Proactively resolve and prevent client banking problems.
• Cultivate and maintain relationships with partners to maximize business opportunities and referrals.

Skills

Client-centric sales

Problem-solving

Digital literacy

Relationship building

Adaptability

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: 3500 UPTOWN BLVD, UNIT 111:SAANICH

City: Saanich

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-19

Application Deadline: 2026-09-02

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.