Client Advisor

RBC; Uxbridge; On-site; CAD 42,000 - 62,000; Full time

Job summary

RBC is seeking a client-focused banking professional in Uxbridge, Ontario. You will engage with clients in-branch and the community, educate them on digital banking, and guide them through a full range of financial transactions. You will collaborate with RBC partners to maximize opportunities and deliver memorable client experiences.

The role emphasizes active listening, problem-solving, and a strong sales orientation, with a flexible approach to support clients across all business hours.

Qualifications

• Must have a client-first mindset with a track record in a target-driven sales environment.
• Strong problem-solving and interpersonal skills to build relationships.
• Comfort with digital tools and platforms across devices.
• Excellent communication and active listening to identify client needs.

Responsibilities

• Engage with clients in-branch and in the community to uncover banking needs and referrals.
• Educate clients using digital banking tools to enhance the customer experience and drive sales.
• Assist clients with a full range of financial transactions and respond to inquiries.
• Actively listen to clients to understand individual financial goals and offer tailored solutions.
• Resolve client banking issues proactively and follow up to ensure satisfaction.
• Collaborate with RBC partners to optimize opportunities and referrals.

Skills

Client education

Digital literacy

Relationship building

Communication

Problem solving

Sales orientation

Flexibility

Active listening

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.

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)

Job Skills

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

Additional Job Details

Address: 307 TORONTO ST S:UXBRIDGE

City: Uxbridge

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-17

Application Deadline: 2026-09-01

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.