Current jobs related to Client Advisor - Oshawa, Ontario - Royal Bank of Canada

  • Investment Advisor

    1 month ago


    Oshawa, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled and motivated Investment Advisor to join our team at Royal Bank of Canada. As an Investment Advisor, you will be responsible for providing expert financial planning and investment advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement...

  • Investment Advisor

    1 month ago


    Oshawa, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled and motivated Investment Advisor to join our team at Royal Bank of Canada. As an Investment Advisor, you will be responsible for providing expert financial planning and investment advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement...


  • Oshawa, Ontario, Canada Desjardins Full time

    The Personal Finance Advisor position at Desjardins is a full-time on-site role that involves developing and maintaining lasting business relationships with clients to ensure their satisfaction. The advisor will be responsible for listening to clients' needs, offering advice tailored to their financial situation, and helping them choose suitable solutions to...

  • Insurance Advisor

    1 month ago


    Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Insurance Advisor OpportunityWe are seeking a highly motivated and sales-oriented Insurance Advisor to join our team at Dan Piedimonte - Desjardins Insurance Agent in Pickering, ON. As an Insurance Advisor, you will play a key role in helping our agency grow and succeed.About the RoleThis is a full-time position with a 36.5 hour work week, Monday to Friday,...

  • Insurance Advisor

    1 month ago


    Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Insurance Advisor OpportunityWe are seeking a highly motivated and sales-oriented Insurance Advisor to join our team at Dan Piedimonte - Desjardins Insurance Agent in Pickering, ON. As an Insurance Advisor, you will play a key role in helping our agency grow and succeed.About the RoleThis is a full-time position with a 36.5 hour work week, Monday to Friday,...

  • Insurance Advisor

    3 weeks ago


    Oshawa, Ontario, Canada Co-operators Full time

    At Co-operators, we're seeking a skilled Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for selling and servicing personal lines insurance products, including auto and home insurance. You will work closely with clients to understand their needs and provide personalized solutions. Your goal will be to achieve individual...

  • Financial Advisor

    4 weeks ago


    Oshawa, Ontario, Canada Desjardins Full time

    Job Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your primary responsibility will be to develop and maintain lasting and trusting business relationships with our clients, ensuring their satisfaction and loyalty.Key Responsibilities:Advise clients on...

  • Financial Advisor

    4 weeks ago


    Oshawa, Ontario, Canada Desjardins Full time

    Job Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your primary responsibility will be to develop and maintain lasting and trusting business relationships with our clients, ensuring their satisfaction and loyalty.Key Responsibilities:Advise clients on...


  • Oshawa, Ontario, Canada RBC Dominion Securities Inc. Full time

    About the Role:RBC Dominion Securities Inc. is seeking a talented Financial Strategies Advisor to join our team. As an Investment Advisor at RBC Dominion Securities, you will help your clients reach their financial goals while we support your career growth.Key Responsibilities:Build and maintain strong relationships with clients to understand their financial...

  • Financial Advisor

    5 days ago


    Oshawa, Ontario, Canada Desjardins Full time

    Job Title: Financial AdvisorAbout the Job:As a Financial Advisor at Desjardins, you will be responsible for developing and maintaining lasting business relationships with members and clients to ensure their satisfaction. Your role is to listen to their financial needs, offer advice tailored to their situation, and help them choose the right solutions to meet...

  • Insurance Advisor

    3 weeks ago


    Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Job Title: Licensed Insurance AdvisorAt Dan Piedimonte - Desjardins Insurance Agent, we are seeking a highly motivated and customer-focused Licensed Insurance Advisor to join our team.Job Summary:The successful candidate will be responsible for providing personalized advice and exceptional client service to our customers, identifying their insurance needs,...


  • Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    About the RoleWe are seeking a highly motivated and sales-oriented Insurance Advisor to join our team at Dan Piedimonte - Desjardins Insurance Agent. As an Insurance Advisor, you will play a key role in helping our agency grow and succeed.Key ResponsibilitiesCross-selling and upselling Home, Auto, Life, and Vehicle Loans to new and existing clientsDeveloping...

  • Investment Advisor

    5 days ago


    Oshawa, Ontario, Canada RBC Dominion Securities Inc. Full time

    About the Role At RBC Dominion Securities, we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will be responsible for providing high-quality financial planning and investment advice to our clients. Key Responsibilities Develop and implement customized financial plans for high-net-worth individuals and families...

  • Investment Advisor

    3 weeks ago


    Oshawa, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:At RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will have the opportunity to help your clients reach their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with clients to understand...

  • Investment Advisor

    2 weeks ago


    Oshawa, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job OpportunityAt RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will play a key role in helping clients achieve their financial goals by providing expert investment advice and portfolio management services.Key Responsibilities:Build and maintain strong relationships with clients to...

  • Investment Advisor

    1 month ago


    Oshawa, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals, families, and business owners.Develop and implement...

  • Investment Advisor

    1 month ago


    Oshawa, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals, families, and business owners.Develop and implement...

  • Investment Advisor

    4 weeks ago


    Oshawa, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with high-net-worth...

  • Investment Advisor

    1 month ago


    Oshawa, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key Responsibilities:Build and maintain strong relationships with high-net-worth...

  • Insurance Advisor

    3 weeks ago


    Oshawa, Ontario, Canada Co-operators Full time

    At Co-operators, we're committed to delivering exceptional client experiences. As an Associate Insurance Advisor I, you'll play a key role in supporting the development of our agency operations, primarily through the sales and service of Co-operators personal lines products. Your expertise will help clients navigate complex insurance needs, ensuring they...

Client Advisor

2 months ago


Oshawa, Ontario, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly motivated and customer-focused Client Advisor to join our team. As a Client Advisor, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Proactively engage with clients to understand their needs and provide tailored solutions.
  • Develop and maintain strong relationships with clients to drive business growth and retention.
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
  • Work collaboratively with internal stakeholders to ensure seamless delivery of services and solutions.
  • Continuously evaluate and improve processes to ensure efficient and effective service delivery.
Requirements
  • Proven track record of delivering exceptional customer service and building strong relationships with clients.
  • Strong communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
  • Ability to stay up-to-date with industry trends and developments, with a focus on providing expert advice and guidance to clients.
  • Strong analytical and problem-solving skills, with the ability to evaluate and improve processes to ensure efficient and effective service delivery.
  • Ability to work collaboratively as part of a team, with a focus on delivering seamless service and solutions to clients.
What We Offer
  • A comprehensive compensation package, including a competitive salary and bonus structure.
  • A comprehensive training program, designed to equip you with the skills and knowledge needed to succeed in your role.
  • A dynamic and supportive work environment, with opportunities for career growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a workplace that is welcoming and inclusive for all employees.