Client Advisor

3 weeks ago


Burlington, Ontario, Canada RBC - Royal Bank Full time

Job Summary

Job Description

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 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

Is this job right for you? Check out our video and decide for yourself

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, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address:

2500 APPLEBY LINE, BLDG B:BURLINGTON

City:

BURLINGTON

Country:

Canada

Work hours/week:

0

Employment Type:

Part time

Platform:

Personal and Commercial Banking

Job Type:

Casual

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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



  • Burlington, Ontario, Canada TransUnion Canada Full time

    TransUnion's Job Applicant Privacy Notice What We'll Bring:At TransUnion, we are dedicated to finding ways information can be used to helppeople make better and smarter decisions. As a trusted provider of globalinformation solutions, our mission is to help people around the world access theopportunities that lead to a higher quality of life, by helping...

  • Banking Advisor

    3 weeks ago


    Burlington, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryWhat 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, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...


  • Burlington, Ontario, Canada TD Bank Full time

    Work Location:Burlington, Ontario, CanadaHours:35Line of Business:TD InsurancePay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Senior...


  • Burlington, Ontario, Canada 77 Consultants Full time

    Job Description:The following are the duties and responsibilities:Providing excellent advice and planning for cross-border structures and ensuring compliance Being a key contributor to a new US Tax group, and contributing to tax planning and client management initiatives Offering both technical and project management support on US Personal and Corporate Tax...

  • Senior Staff

    1 week ago


    Burlington, Ontario, Canada Roq Virtual Staffing LLC Full time

    Job Highlights:Skills - Must Have:US CPA or EAAt least 2 years of US Tax experienceAvailable to work hybrid in Burlington OfficeAbout this Job:Duties and ResponsibilitiesProviding exceptional planning and advice on cross border structures and complianceBeing a key contributor to the growth of a new US Tax group, and contributing to tax planning andclient...

  • Client Advisor

    6 days ago


    Burlington, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply today!We are hiring full and part time advisors at many of the retail branch locations in the Halton market area (incl. Burlington, Oakville, Halton Hills and Milton). The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including...

  • Client Advisor

    4 days ago


    Burlington, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply today!We are hiring full and part time advisors at many of the retail branch locations in the Halton market area (incl. Burlington, Oakville, Halton Hills and Milton). The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including...

  • Client Advisor

    1 month ago


    Burlington, Canada Royal Bank of Canada Full time

    **Job Summary** 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...

  • Insurance Advisor

    1 month ago


    Burlington, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor at our office in Burlington, ON. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Insurance Advisor

    21 hours ago


    Burlington, Canada Westland Insurance Full time

    Insurance Advisor Burlington Downtown, ON, 574 Brant St, Burlington, Ontario, Canada Req #2815 Friday, May 3, 2024 We’re searching for an Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Burlington, ON office located downtown . ...


  • Burlington, Canada PSD Full time

    **About PSD Citywide** PSD Citywide is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry...

  • Law Clerk

    50 minutes ago


    Burlington, Canada Mandeville Private Client Inc. Full time

    _**Mandeville Operations Management Inc**_. is the operations company for:_ - _**Mandeville Private Client Inc**_. - an investment dealer and a member of IIROC; and_ - _**Portland Investment Counsel Inc.**_, an investment fund manager, portfolio manager and exempt market dealer._ - These, and other related entities, are wholly owned subsidiaries of the...


  • Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Client Service Associate** to join our Client Experience team in **Burlington**. **Position...


  • Burlington, Canada Unique Chrysler Dodge Ram Jeep Full time

    **Service advisor - UNIQUE CHRYSLER** Pay Plan: Salary + Competitive Bonus **PLUS A COMPETITIVE BONUS PLAN** Location: 915 Walkers Ln., Burlington, ON L7N 3V8 Schedule: Monday to Friday - 8:00-5:00 - some Saturdays **We are seeking a Service Advisor to join our Team!** We are seeking an experienced Service Advisor to join the team at our Unique...

  • EHS Advisor

    1 month ago


    Burlington, Canada Aecon Group Full time

    **Come Build Your Career at Aecon!** As a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to...


  • Burlington, Canada Unique Chrysler Dodge Ram Jeep Full time

    **Experienced Service advisor - UNIQUE CHRYSLER** Pay Plan: Salary + Competitive Bonus **PLUS A COMPETITIVE BONUS PLAN** Location: 915 Walkers Ln., Burlington, ON L7N 3V8 Schedule: Monday to Friday - 8:00-5:00 - some Saturdays **We are seeking an Experienced Service Advisor to join our Team!** We are seeking an Experienced Service Advisor to join the...

  • Parts Advisor

    4 weeks ago


    Burlington, Canada Go Auto Full time

    **Job Description**: Calling all members of the auto parts A-team! If you’re an experienced Parts Advisor who is looking for **MORE** opportunity, **MORE** room for growth and **MORE** hen look no further! Let your expertise finally be appreciated, become a **Parts Advisor** with **Terrace Ford!** **What it takes**: - Auto parts are your shizz. You...


  • Burlington, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Burlington, Canada Veritable Wealth Advisory Inc. Full time

    **About us** Veritable Wealth Advisory was established in March 2019. The company was designed to inspire confidence in Canadian families and assist them in leading more fulfilled lives. We do this by asking the right questions, gaining critical insights, and providing more thoughtful financial planning and investment management advice. Veritable Wealth is...

  • Financial Advisor

    4 weeks ago


    BURLINGTON, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...


  • Burlington, Canada Westland Insurance Ltd. Full time

    We’re searching for a Digital Service Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for a Personal Lines Digital Service Advisor. This is an exciting opportunity to work for our Westland Express team. Westland Express is a part of Westland Insurance Group Ltd., a national, privately...


  • Burlington, Canada The Co-operators Group Limited Full time

    Company: Co-operators Department: Digital and Advisor Technology Employment Type: Regular Full-Time Work Model: Hybrid Language: This role operates in English. **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this...


  • Burlington, Canada Equest Full time

    Digital Service Advisor - Personal Lines (Remote in ON)Burlington, ON, Canada • Virtual Req #2930Monday, April 29, 2024We're searching for a Digital Service Advisor (Remote in ON). Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity fora Personal Lines Digital Service Advisor. This is an exciting...

  • Sales Advisor

    5 days ago


    Burlington, Canada Reliance Home Comfort Full time

    LEARN, DEVELOP AND GROW - WITH RELIANCE By joining Reliance as a Sales Advisor, you become part of an organization that is committed to delivering exceptional experiences for our customers and will support you to be your best. The Opportunity This is an entrepreneurial salesperson’s dream job; an opportunity to earn a great income selling home comfort...

  • Sales Advisor

    4 days ago


    Burlington, Canada Reliance Home Comfort Full time

    LEARN, DEVELOP AND GROW - WITH RELIANCE By joining Reliance as a Sales Advisor you become part of an organization that is committed to delivering exceptional experiences for our customers and will support you to be your best. The Opportunity This is an entrepreneurial sales person’s dream job; an opportunity to earn a great income selling home comfort...