Client Advisor

2 weeks ago

Whitby, Canada Royal Bank of Canada Full time

**Job Summary**

**What 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, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

**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

**Job Skills**

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

**Additional Job Details**

**Address**:
714 ROSSLAND RD E:WHITBY

**City**:
WHITBY

**Country**:
Canada

**Work hours/week**:
20

**Employment Type**:
Part time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-12-17

**Application Deadline**:
2024-12-30

**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.

**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.

  • Client Advisor

    4 months ago

    Whitby, 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...

  • Financial Advisor

    2 months ago

    Whitby, Canada Royal Bank of Canada Full time

    **Job Summary** **What 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Automotive Service Advisor

    4 months ago

    Whitby, Canada 411 DRIVES SERVICE & PERFORMANCE Full time

    Job Title: Automotive Service Advisor **Responsibilities**: - Greet customers and provide them with a positive experience - Listen to customer concerns and accurately document them - Conduct vehicle inspections and provide recommendations for necessary repairs or maintenance - Prepare accurate estimates for repairs and communicate them to customers -...

  • Community Investment Advisor

    4 weeks ago

    Whitby, Canada Scotiabank Full time

    h3>Title: ScotiaMcLeod Investment Associate - WhitbyRequisition ID: 198387As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...

  • Automotive Service Advisor

    7 months ago

    Whitby, Canada Strategic Performance Management Group Inc. Full time

    **AUTOMOTIVE DEALERSHIP** **SERVICE ADVISOR - DURHAM REGION, ONTARIO** **Couple of questions** to ask yourself as you look at this opportunity: - Your current environment does not appreciate and recognize your efforts? - You are not learning anything new, and management is busy with other things? - Your earnings are not where you expect? - You’re just...

  • Reception / Jr. Service Advisor

    3 months ago

    Whitby, Canada Babin's Automotive Full time

    **Job Summary** We are seeking a motivated and detail-oriented Reception / Junior Service Advisor to join our team. In this role, you will serve as the primary point of contact for customers, providing exceptional support and assistance while ensuring their needs are met efficiently. You will work closely with both customers and internal teams to facilitate...

  • Pia Client Service Associate

    7 months ago

    Whitby, Canada TD Bank Full time

    **PIA Client Service Associate**: - 430897BR **Job Category - Primary** - Wealth Management **Work Location** - 209 Dundas Street **Employment Type** - Regular **City** - Whitby **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth Management...

  • Business Advisor

    4 weeks ago

    Whitby, Canada Scotiabank Full time

    Title: Small Business Advisor - Whitby, ON (HWY #12 & Taunton Rd Branch)Requisition ID: 211625Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you’ll be doing…Manage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other...

  • Small Business Advisor

    1 month ago

    Whitby, Canada Scotiabank Full time

    Requisition ID: 211625 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Sales Advisor

    1 month ago

    Whitby, Canada Reliance Home Comfort Full time

    Find Your Limitless 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. This is an entrepreneurial salesperson’s dream job; an opportunity to earn a great income selling home comfort products by appointment...

  • Pia Client Service Associate

    6 months ago

    Whitby, Canada TD Bank Full time

    **Work Location**: Whitby, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **This role is responsible for being the the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual Client Reviews)...

  • Home Comfort Advisor

    7 months ago

    Whitby, Canada Reliance Home Comfort Full time

    Find Your Limitless with Reliance By joining Reliance as a Home Comfort 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. This is an entrepreneurial sales person’s dream job; an opportunity to earn a great income selling home comfort products by...

  • Strategic Portfolio Growth Specialist

    2 weeks ago

    Whitby, Canada Scotiabank Full time

    As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has established itself as a trusted advisor in the investment industry. Our teams pride themselves on exploring innovative approaches to protecting and growing our clients' assets.We are seeking an experienced Investment Associate to work closely with a Wealth Advisor in the development...

  • Small Business Advisor

    4 weeks ago

    Whitby, Canada Scotiabank Full time

    Title: Small Business Advisor - Whitby, ON (HWY #12 & Taunton Rd Branch)Requisition ID: 211625Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you’ll be doing…Manage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other...

  • Scotiamcleod Administrative Associate

    6 months ago

    Whitby, Canada Scotiabank Full time

    Requisition ID: 188115 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Scotiamcleod Administrative Associate

    6 months ago

    Whitby, Canada Scotiabank Full time

    Requisition ID: 198243 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Small Business Advisor

    4 weeks ago

    Whitby, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...

  • Small Business Advisor

    1 month ago

    Whitby, Canada Scotiabank Full time

       Requisition ID: 211625Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Business Development Professional

    4 weeks ago

    Whitby, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Business Development Professional to join our team as a Small Business Advisor.In this role, you will be responsible for managing a portfolio of high-value and complex small business owner relationships, providing exceptional service throughout the customer's journey.You will create strong relationships with...

  • Branch Office Administrator

    6 months ago

    Whitby, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...