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Client Advisor Business Services (Winnipeg, MB)



Winnipeg, Manitoba, CA.



Sales and Related Occupations

Published on 2022-08-31 11:15

What will you do?

Maintain relationships with small business clients and their owners. Obtain client information and upload it to the Relationship Management System. Provide appropriate banking products and services to small business customers. 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?


Strong Cash and Custody experience and problem resolution for issues relating to both.  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


Track record in building rapport and maintaining client relationships within the financial, service or retail industry Mutual Funds accreditation

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 Summary

Provide appropriate banking products and services to small businesses to meet their financial needs. Draw on experience and extensive working knowledge of work policies and practices to perform day-to-day tasks as well as various administrative and operational assignments.

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