client advisor

RBC; Surrey; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Flexible benefits

Sales training

Job summary

RBC in Surrey, BC is seeking a customer-focused Banking Advisor to help clients with everyday banking, onboarding, and referrals. You’ll demonstrate digital banking tools, educate clients, and build relationships to drive satisfaction and loyalty.

You’ll collaborate with RBC partners to uncover opportunities and deliver a memorable client experience. The role emphasizes sales targets, service excellence, and a commitment to client-first outcomes in a busy branch setting.

Qualifications

• Must demonstrate client-first mindset and success in a target-driven sales environment.
• Strong problem-solving and relationship-building abilities.
• Flexible, eager to learn, ethical, and results-oriented.
• Digitally literate across devices and platforms.
• Ability to work all business hours.

Responsibilities

• Engage with clients in-branch and community to uncover banking needs and sales/referral opportunities.
• Educate clients on digital banking tools and provide a memorable client experience.
• Handle client-initiated transactions and deliver solutions with care.
• Listen actively to understand client needs and resolve issues proactively.
• Build and maintain relationships with RBC partners to optimize opportunities.

Skills

Client focus

Problem solving

People skills

Adaptability

Growth mindset

Digital literacy

Education

Mutual Funds accreditation

Job description

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?

• 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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Skills

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

Additional Job Details

Address 10201 KING GEORGE BLVD:SURREY

City Surrey

Country Canada

Work hours/week 37.5

Employment Type Full time

Platform PERSONAL & COMMERCIAL BANKING

Job Type Regular

Pay Type Salaried

Posted Date 2026-09-10

Application Deadline 2026-09-16

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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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.