Client Advisor

1 week ago


Barrie, Canada Royal Bank of Canada Full time

**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**:
649 YONGE ST:BARRIE

**City**:
Barrie

**Country**:
Canada

**Work hours/week**:
20

**Employment Type**:
Part time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular - Trainee (Trainee)

**Pay Type**:
Salaried

**Posted Date**:
2025-08-05

**Application Deadline**:
2025-08-15

**I**nclusion** and Equal Opportunity Employment**

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

**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

    7 days ago


    Barrie, 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...


  • Barrie, Canada ON Digital Group Full time

    The Client Service Advisor is responsible for providing outstanding customer service to clients in matters of both business to business and business to consumer operations. This position will provide clients general information regarding complex questions related to their accounts, policies and available services via telephone, zoom and other forms of both...


  • Barrie, Canada CIBC Full time

    A relationship-oriented bank is looking for a Financial Service Associate in Barrie. The role involves partnering with Financial Advisors, providing administrative support, and engaging with clients to help them achieve their financial goals. Candidates should have strong communication and problem-solving skills, with a focus on customer service and...


  • Barrie, Canada CIBC Full time

    A relationship-oriented bank is looking for a Financial Service Associate in Barrie. The role involves partnering with Financial Advisors, providing administrative support, and engaging with clients to help them achieve their financial goals. Candidates should have strong communication and problem-solving skills, with a focus on customer service and...

  • CFP Associate Advisor

    3 weeks ago


    Barrie, Canada Raymond James Financial Full time

    A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent...

  • CFP Associate Advisor

    4 weeks ago


    Barrie, Canada Raymond James Financial Full time

    A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent...

  • CFP Associate Advisor

    3 weeks ago


    Barrie, Canada Raymond James Financial Full time

    A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent...


  • Barrie, Canada BrokerLink Full time

    A national insurance provider in Barrie is seeking an Experienced Personal Insurance Advisor to deliver exceptional service and retain clients. Responsibilities include advising clients, selling new policies, and coordinating with underwriters. Candidates should have a strong customer focus, previous insurance experience, and preferably a RIBO license. The...


  • Barrie, Canada BrokerLink Full time

    A national insurance provider in Barrie is seeking an Experienced Personal Insurance Advisor to deliver exceptional service and retain clients. Responsibilities include advising clients, selling new policies, and coordinating with underwriters. Candidates should have a strong customer focus, previous insurance experience, and preferably a RIBO license. The...


  • Barrie, Canada Scotiabank Full time

    Scotiabank, une institution financière de premier plan, recherche un Senior Financial Advisor passionné par le bien-être des clients et capable de créer des solutions financières personnalisées. Le candidat idéal aura une forte capacité de vente, une expertise en développement de relations clients et devra posséder des qualifications pertinentes...