Client Advisor

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

Job summary

A leading financial institution in Canada seeks a Sales Professional to enhance client experiences and drive sales. The role emphasizes relationship building and technology adoption, requiring skills in client engagement and problem-solving. Successful candidates will demonstrate digital literacy and the ability to work flexible hours. You'll help clients achieve their financial goals while enjoying a comprehensive rewards program and career advancement opportunities.

Benefits

Competitive compensation

Bonuses

Flexible benefits

World-class sales training

Career advancement opportunities

Qualifications

• Demonstrated passion for putting clients first in a target‑driven sales environment.
• Problem‑solving and people skills essential for building client relationships.
• Flexibility and eagerness to learn while adhering to strong personal ethics.
• Digital literacy across smartphones, tablets, laptops, and other devices.
• Ability to work all business hours.

Responsibilities

• Engage with clients in the branch and community to uncover banking needs.
• Utilize technology to enhance the client experience and drive sales.
• Assist clients with a full range of financial transactions.
• Proactively resolve client banking problems and nurture relationships with partners.

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. 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 digital banking, onboarding a new client, or referring a complex opportunity to a specialist, your expertise will create meaningful, memorable client experiences that drive satisfaction and loyalty.

What is the opportunity?

This role is centered on client education, technology adoption, and relationship building to enhance service delivery and drive sales in a branch and community setting.

What will you do?

• Proactively engage with clients in all areas of the branch and community, uncovering banking needs and identifying sales and referral opportunities.
• Focus on client education and demonstration, leveraging technology to deliver a memorable 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 to further understand their individual needs.
• Proactively take ownership of resolving and preventing client banking problems.
• Cultivate and maintain relationships with partners to maximize business opportunities and referrals.

What do you need to succeed?

Must‑have

• Demonstrated passion for putting clients first and success in a target‑driven sales environment.
• Problem‑solving and people skills, with the ability to build strong relationships and connect with clients.
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
• Digital literacy across smartphones, tablets, laptops, and other devices.
• Ability 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 (e.g., 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 that helps clients and communities thrive.

• 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, along with 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 will be discussed with the Hiring Manager.

Job Skills

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

Additional Job Details

Address: 1290 SHOPPERS ROW: CAMPBELL RIVER

City: Campbell River

Country: Canada

Work hours/week: 0

Employment Type