Current jobs related to Client Relationship Manager - Penticton, British Columbia - Royal Bank of Canada

  • Client Advisor Intern

    6 days ago

    Penticton, British Columbia, Canada Royal Bank of Canada Full time

    Job Opportunity:This exciting role at Royal Bank of Canada calls on your exceptional client-focused sales expertise and natural problem-solving skills to maximize each client interaction.As an RBC ambassador, you will add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.You will help...

  • Client Advisor Intern

    2 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada Full time

    Job Opportunity:This exciting role at Royal Bank of Canada requires a client-focused sales professional with strong problem-solving skills to maximize client interactions. As an RBC ambassador, you will add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.Key Responsibilities:Proactively...

  • Client Advisor Intern

    4 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. In this role, you will have the opportunity to work with clients in all areas of the branch and in the community, uncovering their banking needs and providing help and advice.Key ResponsibilitiesProactively engage with clients to...

  • Client Advisor Intern

    4 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. In this role, you will have the opportunity to work with clients in all areas of the branch and in the community, uncovering their banking needs and providing help and advice.Key ResponsibilitiesProactively engage with clients to...

  • Client Advisor Intern

    2 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. As a key member of our team, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide...

  • Client Advisor Intern

    2 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. As a key member of our team, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide...

  • Client Support Specialist

    2 months ago

    Penticton, British Columbia, Canada IG Wealth Management Full time

    About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional client experiences. Your primary responsibility will be to provide administrative support in the financial planning process, ensuring that clients receive tailored solutions...

  • Client Support Specialist

    2 months ago

    Penticton, British Columbia, Canada IG Wealth Management Full time

    About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional client experiences. Your primary responsibility will be to provide administrative support in the financial planning process, ensuring that clients receive tailored solutions...

  • Client Advisor Intern

    3 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. In this role, you will have the opportunity to work with clients in all areas of the branch and in the community, uncovering their banking needs and providing help and advice.Key ResponsibilitiesProactively engage with clients to...

  • Client Advisor Intern

    3 weeks ago

    Penticton, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. In this role, you will have the opportunity to work with clients in all areas of the branch and in the community, uncovering their banking needs and providing help and advice.Key ResponsibilitiesProactively engage with clients to...

  • Client Experience Specialist

    2 weeks ago

    Penticton, British Columbia, Canada The Canada Life Assurance Company Full time

    About the RoleWe are seeking a highly skilled Client Experience Specialist to join our team at The Canada Life Assurance Company. As a key member of our organization, you will play a vital role in delivering exceptional client experiences and supporting our advisors in their daily activities.Key ResponsibilitiesProvide exceptional client service through...

  • Client Experience Specialist

    2 weeks ago

    Penticton, British Columbia, Canada The Canada Life Assurance Company Full time

    About the RoleWe are seeking a highly skilled Client Experience Specialist to join our team at The Canada Life Assurance Company. As a key member of our organization, you will play a vital role in delivering exceptional client experiences and supporting our advisors in their daily activities.Key ResponsibilitiesProvide exceptional client service through...

  • Tax Manager

    3 weeks ago

    Penticton, British Columbia, Canada Grant Thornton Full time

    Unlock Your Potential as a Tax Manager at Grant ThorntonAs a Tax Manager at Grant Thornton, you'll have the opportunity to work with a diverse range of clients and build your expertise in tax planning and compliance. Our team is dedicated to providing exceptional client service and helping our clients achieve their goals.Key Responsibilities:Coach and mentor...

  • Tax Manager

    3 weeks ago

    Penticton, British Columbia, Canada Grant Thornton Full time

    Unlock Your Potential as a Tax Manager at Grant ThorntonAs a Tax Manager at Grant Thornton, you'll have the opportunity to work with a diverse range of clients and build your expertise in tax planning and compliance. Our team is dedicated to providing exceptional client service and helping our clients achieve their goals.Key Responsibilities:Coach and mentor...

  • Tax Manager

    2 weeks ago

    Penticton, British Columbia, Canada Grant Thornton Full time

    As a Tax Manager at Grant Thornton, you will play a key role in helping our clients achieve their corporate tax planning goals. Your expertise in tax planning and compliance will enable you to build deep relationships with clients and provide them with tailored solutions to optimize their tax savings.Key Responsibilities:Coach and mentor a team of tax...

  • Regional District Manager

    2 weeks ago

    Penticton, British Columbia, Canada Canstar Restorations LP Full time

    Regional District Manager Job DescriptionCanstar Restorations LP is seeking a highly skilled Regional District Manager to oversee Project Management teams at one or more locations within a specific region. This role is responsible for ensuring the successful execution of projects, maintaining client relationships, and driving business growth.Key...

  • Regional District Manager

    2 weeks ago

    Penticton, British Columbia, Canada Canstar Restorations LP Full time

    Regional District Manager Job DescriptionCanstar Restorations LP is seeking a highly skilled Regional District Manager to oversee Project Management teams at one or more locations within a specific region. This role is responsible for ensuring the successful execution of projects, maintaining client relationships, and driving business growth.Key...

  • Assistant Store Manager

    2 weeks ago

    Penticton, British Columbia, Canada Michael Hill Full time

    About Michael HillMichael Hill is a leading premium jewellery brand with a network of stores across Australia, New Zealand, and Canada. We're committed to sustainability and responsibility, working towards serious goals for our Product, Planet, and People.Assistant Store Manager RoleWe're seeking an engaging professional to join our retail leadership team as...

  • Assistant Store Manager

    3 weeks ago

    Penticton, British Columbia, Canada Michael Hill Full time

    About Michael HillMichael Hill is a leading premium jewellery brand with a network of stores across Australia, New Zealand, and Canada. We're committed to sustainability and responsibility, working towards serious goals for our Product, Planet, and People.Assistant Store Manager RoleWe're seeking an engaging professional to join our retail leadership team as...

  • Associate - Wealth Management Professional

    4 weeks ago

    Penticton, British Columbia, Canada RBC Dominion Securities Inc. Full time

    About the OpportunityRBC Dominion Securities Inc., a leading investment and wealth management firm, is seeking a highly skilled Associate to join its advisory team. As a key member of the team, you will play a vital role in providing exceptional client service and supporting the growth of the business.Key ResponsibilitiesProvide professional servicing of...

Client Relationship Manager

2 months ago

Penticton, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

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 needs, 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.

Key Responsibilities
  • 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
Requirements
  • 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
Preferred Qualifications
  • 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 We Offer
  • 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