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RBCVerified Job Source

Client Advisor

You will proactively engage with clients in the branch to provide exceptional service, identify financial needs, and offer digital solutions. Additionally, you will manage risks by adhering to compliance routines while collaborating with partners to drive business growth.

  • On-site
  • Woodstock, ON
  • Posted Aug 14, 2026
  • Apply by Aug 28, 2026
  • 1 position

Job summary

Job Description What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor. What will you do? Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions Focus on client education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions Proactively take ownership of resolving and preventing client banking problems Cultivate and maintain relationships with partners to work as one RBC team Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions What do you need to succeed? Must-have Goal-oriented individual with a demonstrated passion for putting clients first. Drive and self-motivation, as well as excellent communication skills and emotional intelligence Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.) Personal flexibility to work flex hours Eagerness to learn and determination to succeed Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course Nice-to-have Track record in building rapport and maintaining client relationships within the financial, service or retail industry Mutual Funds accreditation 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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable A world-class training program in financial services Excellent career development and access to a variety of job opportunities across business and geographies Leaders who support your development through coaching and managing opportunities Work in a dynamic, collaborative, progressive, and high-performing team Job Skills Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis, Digital Literacy Additional Job Details Address: 218 SPRINGBANK AVE N:WOODSTOCK City: Woodstock Country: Canada Work hours/week: 15 Employment Type: Part time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-14 Application Deadline: 2026-08-28 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

You will proactively engage with clients in the branch to provide exceptional service, identify financial needs, and offer digital solutions. Additionally, you will manage risks by adhering to compliance routines while collaborating with partners to drive business growth.

Requirements

Candidates must possess strong communication skills, emotional intelligence, and digital literacy across various devices. A goal-oriented mindset and a willingness to obtain financial certifications like the Investment Funds in Canada or Canadian Securities Course are required.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock • Training program • Career development

Listed skills

  • Customer servicePreferred
  • Problem solvingPreferred
  • Data analysisPreferred
  • CommunicationPreferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Customer service
  • Client relationship management
  • Digital literacy
  • Financial concepts
  • Communication
  • Emotional intelligence
  • Goal-oriented
  • Problem solving
  • Compliance
  • Risk management
  • Adaptability
  • Advice based solutions
  • Client centricity
  • Client discovery
  • Data analysis
  • Curious mindset
  • Smartphone Operation
  • Rapport Building
  • Workplace Inclusivity
  • Client Education
  • Digital Capabilities
  • Curiosity
  • Digital Literacy
  • Willingness To Learn
  • Self-Motivation
  • Data Analysis
  • Commercial Banking
  • Investments
  • Customer Acquisition Management
  • Customer Service
  • Emotional Intelligence
  • Financial Services
  • Innovation
  • Coaching
  • Securities (Finance)
  • Tablets
  • Goal-Oriented

Job areas

  • Finance & Accounting
  • Customer Service & Support
  • Retail
  • Sales
  • Client Advisor
  • Financial Relationship Manager
  • Technical and Medical Sales Professionals (excluding ICT)
  • Securities, Commodities, and Financial Services Sales Agents

Additional details

Minimum education
Professional degree
Minimum experience
0+ years
Apply by
Aug 28, 2026
Posting language
English
Working hours
15 hours per week