Client Advisor

Job summary

The Client Advisor proactively engages with clients to uncover banking needs, provide financial advice, and identify sales opportunities. They also handle financial transactions and resolve client banking problems while leveraging technology to deliver a high-quality experience.

Job details

Job Description 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 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: 439 GREAT NORTHERN RD:SAULT STE. MARIE City: Sault Ste. Marie Country: Canada Work hours/week: 25 Employment Type: Part time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular – Trainee (Trainee) Pay Type: Salaried Posted Date: 2026-09-24 Application Deadline: 2026-10-05 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. 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.

What you’ll do

The Client Advisor proactively engages with clients to uncover banking needs, provide financial advice, and identify sales opportunities. They also handle financial transactions and resolve client banking problems while leveraging technology to deliver a high-quality experience.

Requirements

Candidates must demonstrate a passion for client service, strong problem-solving skills, and digital literacy across various devices. While not mandatory, a track record in the financial industry and Mutual Funds accreditation are considered assets.

Benefits

• Competitive compensation • Bonuses • Flexible benefits • Career advancement opportunities • Sales training • Coaching and development

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• adaptability · Preferred
• Data analysis · Preferred
• Sales · Preferred
• Communication · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Adaptability
• Advice based solutions
• Client centricity
• Client discovery
• Communication
• Curious mindset
• Data analysis
• Digital literacy
• Problem solving
• Sales
• Relationship building
• Financial transactions
• Customer service
• Mutual funds
• Banking
• Smartphone Operation
• Rapport Building
• Workplace Inclusivity
• Client Education
• Curiosity
• Digital Literacy
• Willingness To Learn
• Ethical Standards And Conduct
• Data Analysis
• Commercial Banking
• Investments
• Innovation
• Problem Solving
• Coaching
• Sales Training
• Service Industries
• Securities (Finance)
• Tablets

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Retail
• Client Advisor
• Licensed Banker
• Financial and Investment Advisers
• Securities, Commodities, and Financial Services Sales Agents