Client Advisor

RBC

. Proactively engage with clients in branch and in the community to uncover banking needs, provide help and advice, and identify sales and referral opportunities .

Posted 11/9/2026full-timeNorth Bay • 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 customer experiences and driving sales in a target-driven environment. Proficient in digital banking technology and committed to resolving client issues effectively.

Highest-signal resume keywords

Client EngagementSales ExperienceProblem-Solving SkillsDigital LiteracyRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

People SkillsFlexibilityEagerness to LearnStrong Personal Ethics

Tools & Technologies

Digital Banking TechnologySmartphonesTabletsLaptops

Certifications & Qualifications

Mutual Funds AccreditationInvestment Funds in CanadaCanadian Securities Course

Industry Keywords

Financial IndustrySales EnvironmentClient RelationshipsReferral Opportunities

About the role

Key responsibilities & impact

Proactively engage with clients in branch and in the community to uncover banking needs, provide help and advice, and identify sales and referral opportunities
Educate clients and demonstrate digital banking technology to deliver memorable experiences, drive sales, and retain business
Respond to client-initiated contact and assist with a full range of financial transactions
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

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