Client Advisor
RBC — GLENBORO-SOUTH CYPRESS, Manitoba, Canada
Posted 2026-10-27
Job Description • Assists clients across all branch areas with everyday banking transactions, ensuring accurate service and adherence to client service standards while building operational knowledge. • Connects with clients through discovery conversations to understand their needs and identify opportunities to expand relationships and match appropriate products and services. • Applies relevant tools, calculators, and resources within defined parameters to support recommendations and provide clients with advice tailored to their circumstances and life stages. • Coordinates with in branch partners and fellow advisors, exchanging information and research to facilitate client relationships and learn best practices for optimal service delivery. • Works on routine and may experience non standard operational or support activities and assignments related to advisor, applying established methods. • Makes decisions within own scope of work and defined parameters with limited latitude, escalating issues as needed. • Regularly generates ideas to improve advisor tasks, applying creativity within established guidelines and resolving operational problems through guidelines and practice. • Fosters