Client Advisor
4 weeks ago
What will you do?
- Proactively engage with clients to deliver exceptional service experiences through transaction completion and identifying opportunities for advice, solutions, and digital enablement.
- Focus on education and demonstration, leveraging technology to deliver memorable client experiences, drive solutions, and retain business.
- Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to RBC partners, or personally fulfill 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.
Must-have
- A 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.
- Personal flexibility to work flexible 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
- A track record in building rapport and maintaining client relationships within the financial, service, or retail industry.
- Mutual Funds accreditation.
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.
-
Client Advisor
6 days ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob OverviewWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. In this role, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their needs and provide tailored...
-
Client Advisor
1 week ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob OverviewWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. In this role, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their needs and provide tailored...
-
Client Advisor
1 month ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Proactively engage with clients to deliver exceptional service experiences through transaction completion and opportunity identification.Focus on education and demonstration, leveraging technology to drive solutions and retain business.Contribute to team results by listening and spotting opportunities to offer additional...
-
Client Advisor
1 month ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Proactively engage with clients to deliver exceptional service experiences through transaction completion and opportunity identification.Focus on education and demonstration, leveraging technology to drive solutions and retain business.Contribute to team results by listening and spotting opportunities to offer additional...
-
Client Advisor
4 weeks ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Proactively engage with clients to deliver exceptional service experiences through transaction completion and opportunity identification.Focus on education and demonstration, leveraging technology to drive solutions and retain business.Contribute to team results by listening and spotting opportunities to offer additional...
-
Client Advisor
4 weeks ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Proactively engage with clients to deliver exceptional service experiences through transaction completion and opportunity identification.Focus on education and demonstration, leveraging technology to drive solutions and retain business.Contribute to team results by listening and spotting opportunities to offer additional...
-
Client Advisor
4 weeks ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Proactively engage with clients to deliver exceptional service experiences through transaction completion and opportunity identification.Focus on education and demonstration, leveraging technology to drive solutions and retain business.Contribute to team results by listening and spotting opportunities to offer additional...
-
Client Advisor
4 weeks ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Proactively engage with clients to deliver exceptional service experiences through transaction completion and opportunity identification.Focus on education and demonstration, leveraging technology to drive solutions and retain business.Contribute to team results by listening and spotting opportunities to offer additional...
-
Client Service Representative
4 weeks ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. As a Client Advisor, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their financial needs and provide tailored...
-
Client Service Representative
4 weeks ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. As a Client Advisor, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their financial needs and provide tailored...
-
Client Service Representative
1 week ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob OverviewWe are seeking a skilled Client Advisor to join our team at Royal Bank of Canada. As a Client Advisor, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their needs and provide personalized solutions.Develop and...
-
Senior Wealth Advisor
6 days ago
Fort Erie, Ontario, Canada Aviso Wealth Full timeSenior Wealth Advisor RoleWe are seeking a highly skilled Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a Senior Wealth Advisor, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.Key ResponsibilitiesProvide complex...
-
Client Service Representative
1 week ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob OverviewWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. In this role, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their needs and provide tailored...
-
Senior Wealth Advisor
2 weeks ago
Fort Erie, Ontario, Canada Aviso Wealth Full timeSenior Wealth AdvisorAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management...
-
Senior Wealth Advisor
1 week ago
Fort Erie, Ontario, Canada Aviso Wealth Full timeSenior Wealth Advisor OverviewThis role is pivotal in providing expert financial advice to high-net-worth members, fostering relationships and enhancing the overall wealth management experience at PenFinancial Credit Union within our Niagara Falls and Fort Erie branches and surrounding communities.Key ResponsibilitiesProvide Complex Financial Advice: Offer...
-
Financial Services Advisor
4 weeks ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.Utilize technology to deliver a seamless client experience, drive business growth, and retain clients.Contribute to team success by identifying opportunities to offer additional advice, introduce clients to...
-
Financial Services Advisor
4 weeks ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.Utilize technology to deliver a seamless client experience, drive business growth, and retain clients.Contribute to team success by identifying opportunities to offer additional advice, introduce clients to...
-
Financial Services Advisor
1 month ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.Utilize technology to deliver a seamless client experience, drive business growth, and retain clients.Contribute to team success by identifying opportunities to offer additional advice, introduce clients to...
-
Financial Services Advisor
1 month ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.Utilize technology to deliver a seamless client experience, drive business growth, and retain clients.Contribute to team success by identifying opportunities to offer additional advice, introduce clients to...
-
Financial Services Advisor
4 weeks ago
Fort Erie, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?Develop and maintain strong relationships with clients to deliver exceptional service and identify opportunities for advice and solutions.Utilize technology to deliver a memorable client experience, drive solutions, and retain business.Contribute to team results by listening and spotting opportunities to offer additional...