Client Advisor

2 weeks ago


Oakville, Canada Brewin Dolphin Full time

**Job Summary**

Client Advisor - Integrated Markets

**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 and are excited to help clients embrace our digital capabilities,, you can build a great career with us as a future Account Manager/Banking Advisor.

**What will you do?**
- Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
- Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
- Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil 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

**What do you need to succeed?**

**Must-have**
- 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 (i.e., smartphones, tablets, laptops, etc.)
- Personal flexibility to work flex 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**
- Track record in building rapport and maintaining client relationships within the financial, service or retail industry
- Mutual Funds accreditation

Is this job right for you? Check out our video and decide for yourself

**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 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

**Job Skills**

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

**Additional Job Details**

**Address**:
2460 WINSTON CHURCHILL BLVD:OAKVILLE

**City**:
OAKVILLE

**Country**:
Canada

**Work hours/week**:
30

**Employment Type**:
Part time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-04-09

**Application Deadline**:
2025-04-20

**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

    2 weeks ago


    Oakville, 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 and...

  • Client Advisor

    1 week ago


    Oakville, Canada Royal Bank of Canada Full time

    -- - **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 and are...

  • Financial Advisor

    1 week ago


    Oakville, Canada Placements Manuvie Incorporée Manulife Securities Incorporated Full time

    **Overview**: Manulife Securities is seeking highly motivated Independent Financial Advisors to join our team. As an Independent Financial Advisor, you will have the autonomy to run your own financial advisory practice while benefiting from the extensive training, support, and resources provided by Manulife Securities. This position offers the perfect...

  • Client Advisor

    1 week ago


    Oakville, Canada Royal Bank of Canada Full time

    **What will you do?** - Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions - Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive...

  • Client Advisor

    2 days ago


    Oakville, Canada Royal Bank of Canada Full time

    **What will you do?** - Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions - Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive...


  • Oakville, Canada Sephora Full time

    **Job ID**: 243983 **Store Name/Number**: ON-Oakville Place (0864) **Address**: 240 Leighland Avenue, Space #207, Oakville, ON L6H 3H6, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Manager, Client Services, you will be responsible for managing all services, classes and events in a specific...


  • Oakville, Canada BMO Full time

    A financial institution is seeking a Client Service Assistant for their Private Wealth team in Oakville. This role requires 1-2 years of banking or administrative experience, aiming to support Investment Advisors while providing excellent service to clients. Responsibilities include coordinating client meetings, handling inquiries, and maintaining client...


  • Oakville, Ontario, Canada Staffix Full time

    Our client, a well-established independent wealth management practice based in Oakville, is seeking a highly motivated and detail-oriented Investment Advisor Associate to join their team. This is an excellent opportunity for a licensed investment professional to work alongside a seasoned advisor, supporting the delivery of personalized financial strategies...


  • Oakville, Ontario, Canada Nour Private Wealth Full time

    To accommodate our continued growth and success, Nour Private Wealth (NPW) is seeking an experienced Associate Investment Advisor for one of our Investment advisors at NPW. This position requires an experienced, detail-oriented individual with strong process, and communication skills, ideally with prior experience at an CIRO dealer member.ResponsibilitiesAct...

  • Financial Advisor

    2 weeks ago


    Oakville, Canada Brewin Dolphin Full time

    **Job Summary** Financial Advisor (Intern) accredited with Financial Planning 1 and Personal Financial Services Advice. **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 your clients...