Client Advisor

RBC

. Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities .

Posted 11/9/2026full-timeVancouver • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client engagement and relationship-building skills, with a focus on delivering exceptional client experiences through digital literacy and proactive problem-solving. Possesses a solid understanding of financial transactions and sales strategies within the banking sector.

Highest-signal resume keywords

Client Relationship ManagementDigital LiteracySales ExperienceProblem-Solving SkillsMutual Funds Accreditation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial TransactionsSales StrategiesClient EducationReferral OpportunitiesDigital Banking Demonstration

Soft Skills

Active ListeningRelationship BuildingFlexibilityEagerness to LearnPersonal Ethics

Tools & Technologies

SmartphonesTabletsLaptops

Certifications & Qualifications

Investment Funds in CanadaCanadian Securities Course

Industry Keywords

BankingClient EngagementFinancial ServicesTarget-Driven SalesClient Retention

About the role

Key responsibilities & impact

Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities
Focus on client education and demonstrations, leveraging technology to deliver memorable client experiences, drive sales, and retain business
Respond to client-initiated contact and assist with a full range of financial transactions
Actively listen and engage clients in conversation to understand their individual needs
Take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to maximize business opportunities and referrals
Help clients with everyday banking and collaborate with RBC partners to help clients achieve their goals
Demonstrate digital banking, onboard new clients, or refer complex opportunities to specialists

Requirements

What you’ll need

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, including smartphones, tablets, and laptops
Must be able to work all business hours
Track record in building rapport and maintaining client relationships within the financial or service industry (nice-to-have)
Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course (nice-to-have)

Benefits

Comp & perks

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
Inclusive workplace based on respect, belonging and opportunity for all