Client Advisor
On-site · Oxbow, Saskatchewan, Canada
Job Summary
Client Advisor role at RBC focusing on client-focused banking within the branch and community. Responsibilities include proactively engaging clients, educating on digital banking, onboarding new clients, identifying sales and referral opportunities, addressing a full range of financial transactions, resolving client banking issues, building partner relationships for referrals, and delivering personalized, technology-enabled service to drive client satisfaction and loyalty. The position emphasizes client discovery, adaptability, communication, problem-solving, and a strong drive to meet sales targets while maintaining high ethical standards and a client-first approach.
Required Qualifications
- Nice-to-have Mutual Funds accreditation (Investment Funds in Canada)
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