Client Advisor

2 weeks ago

Oakville, Canada RBC 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 are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor.

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

Whats 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 accessto 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:
279 LAKESHORE RD E:OAKVILLE City:
OAKVILLE Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
PERSONAL & COMMERCIAL BANKING Job Type:
Regular Pay Type:
Salaried Posted Date:
2024-11-27 Application Deadline:
2024-12-06 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion 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 jobs.rbc.com.

  • Client Advisor

    2 weeks ago

    Oakville, 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...

  • Client Advisor

    2 weeks ago

    Oakville, Canada RBC 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 are...

  • Client Advisor

    2 weeks ago

    Oakville, Canada RBC 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 are...

  • Client Advisor

    2 weeks ago

    Oakville, Canada RBC 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 are...

  • Financial Advisor

    6 months ago

    Oakville, Canada Placements Manuvie Incorporée Manulife Securities Incorporated Full time

    **Overview**: Manulife Securities is seeking highly motivated Independent Financial Advisors to join our team. As an Independent Financial Advisor, you will have the autonomy to run your own financial advisory practice while benefiting from the extensive training, support, and resources provided by Manulife Securities. This position offers the perfect...

  • Financial Advisor for High Net Worth Clients

    3 days ago

    Oakville, Ontario, Canada Bank of Montreal Full time

    Job DescriptionAs a Financial Advisor for High Net Worth Clients, you will play a key role in managing client relationships and driving business growth. Your primary responsibility will be to evaluate clients' personal and investment needs, creating tailored solutions that align with their financial goals.The ideal candidate will have 4-6 years of experience...

  • Financial Advisor Trainee

    8 months ago

    Oakville, Canada Desjardins Financial Security Independent Network - ON Central Full time

    **Financial Advisor Trainee**: **COMPANY**: Desjardins Financial Security **LOCATION**: Mississauga **BECOME A PART OF OUR SUCCESS STORY** Looking to gain experience and a career as a Financial Advisor? **ABOUT US**: **Desjardins Financial Security Independent Network** is part of **Desjardins Financial Security**, a leading financial services firm...

  • Manager, Client Services

    6 months ago

    Oakville, Canada Sephora Full time

    **Job ID**: 243983 **Store Name/Number**: ON-Oakville Place (0864) **Address**: 240 Leighland Avenue, Space #207, Oakville, ON L6H 3H6, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Manager, Client Services, you will be responsible for managing all services, classes and events in a specific...

  • Investment and Fund Advisor

    6 days ago

    Oakville, Canada Société Financière Manuvie Full time

    Job SummarySupervising Portfolio Manager for the firm’s discretionary Advisor Managed Program for our advisors managing client assets in Canada and the United States for Manulife Wealth. A key member of the advisor-facing support team for the Advisor Managed Program, the incumbent will supervise Associate Portfolio Managers and Portfolio Managers and have...

  • Wealth Advisor

    6 months ago

    Oakville, Canada Manulife Full time

    Job Description Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The...

  • Wealth Advisor

    6 months ago

    Oakville, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    Description Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The...

  • Beauty Advisor

    6 months ago

    Oakville, Canada Sephora Full time

    **Job ID**: 243924 **Location**: ON-Oakville Place (0864) **Address**: 240 Leighland Avenue, Space #207, Oakville, ON L6H 3H6, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in...

  • Experienced Financial Advisor

    6 months ago

    Oakville, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Experienced Financial Advisor COMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for an opportunity to grow your practice in the Financial Services Industry?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to...

  • Alarm System Advisor

    2 months ago

    Oakville, Canada HARP Security Full time

    ** Preference Will Be Given To Those Who Reside in Halton Region** **Job Summary** We are seeking a dedicated Technical Advisor to join our team. The Technical Advisor will be responsible for providing technical guidance and support to both internal teams and external clients. **Duties**: - Collaborate with technical department to address customer...

  • Temporary Beauty Advisor

    6 months ago

    Oakville, Canada Sephora Full time

    **Job ID**: 233308 **Location**: ON-Oakville Place (0864) **Address**: 240 Leighland Avenue, Space #207, Oakville, ON L6H 3H6, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by...

  • Service Advisor

    6 months ago

    Oakville, Canada Budds' Group of Companies Full time

    A Service Advisor with Budds' Mazda will work closely with clients and a team of technicians to initiate automotive services and repairs by ascertaining performance problems and services requested. They will verify warranty and service contract coverage, develop estimates, write repair orders, and maintain top level customer relationships and records....

  • Senior Financial Advisor

    2 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank in Oakville, Ontario, you will have the opportunity to build strong relationships with clients and help them achieve their financial goals. With a focus on providing expert advice and personalized service, you will be a key member of our team.Job DescriptionWe are seeking a highly motivated and...

  • Advisor Support Specialist

    2 weeks ago

    Oakville, Canada Société Financière Manuvie Full time

    The Opportunity: The Advisor Specialist coordinates operational aspects for Manulife Wealth; specifically supporting Wealth Planning and Practice Management. This position will collaborate with other departments (Finance, IT, Operations) to manage operational processes. In this role, you work independently to assist internal teams in achieving their growth...

  • Alarm System Technical Advisor

    3 months ago

    Oakville, Canada HARP Security Full time

    **Job Summary** We are seeking a dedicated Technical Advisor to join our team. The Technical Advisor will be responsible for providing technical guidance and support to both internal teams and external clients. **Duties**: - Collaborate with technical department to address customer inquiries - Assist in the development of technical documentation and...

  • Automotive Service Advisor

    3 months ago

    Oakville, Canada AUTOPRO Oakville Full time

    *Job Overview* As a Service Advisor at Autopro Oakville, you will be the primary point of contact for customers requiring vehicle maintenance or repairs. You will play a crucial role in ensuring customer satisfaction and maintaining the smooth operation of our service department. *Duties* - Interact with customers to understand their vehicle issues and...