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Client Advisor

June 26, 2025June 26, 2025

Client Advisor

CompanyRoyal Bank of Canada
LocationBrampton, ON, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • 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

Responsibilities

  • 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 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

Preferred Qualifications

  • Track record in building rapport and maintaining client relationships within the financial, service or retail industry
  • Mutual Funds accreditation


TaggedCustomer SuccessEntry Level/New GradFinance & Operations & StrategyJuniorRoyal Bank of CanadaSales & Account Management

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