ZipRecruiter

Log In

1

Client Advisor Rbc Bank Jobs in Calgary, AB (NOW HIRING)

CIBC US

Mobile Mortgage Advisor

Calgary, AB · Hybrid

We're building a relationship-oriented bank for the modern world. We need talented, passionate ... Client engagement - Focus on the client experience and connect on a personal level to make every ...

National Bank

Senior Estate Planner

Calgary, AB · On-site

... advisors and their clients with complex estate and succession needs • Conduct in‑depth client ... The Bank values continuous development and internal mobility. Our personalized training programs ...

The Consumer Goods Forum

Wealth Associate

Calgary, AB · On-site

... banking services. We are a leading independent wealth management firm in Canada, and the leading ... Working directly with a team of Investment Advisors where the focus is on client relationships and ...

National Bank

Treasury Manager

Calgary, AB · On-site +1

... advisor and product specialist for Commercial Banking clients in the Prairies. Leveraging your business development expertise, strong client focus, and deep understanding of the Commercial Banking ...

New

National Bank

Credit Underwriter

Calgary, AB · Hybrid

... Bank is to act as a credit expert and trusted advisor. This job allows you to have a positive impact on the organization through your expertise in credit underwriting, risk management, and client ...

National Bank

Manager Credit Structuring

Calgary, AB

This position focuses on advising Regional Commercial Banking teams on structuring and underwriting ... client and business above individual wins · Strong collaboration skills and ability to build ...

next page

Showing results 1-20

All JobsClient Advisor Rbc Bank JobsClient Advisor Rbc Bank Jobs in Calgary, AB

Client Advisor Rbc Bank information

What is the difference between Client Advisor Rbc Bank vs Personal Banker Rbc Bank?

AspectClient Advisor Rbc BankPersonal Banker Rbc Bank
CredentialsRelevant financial certifications, sales experienceFinancial certifications, customer service skills
Work EnvironmentBranch, client meetings, sales-focusedBranch, client consultations, transactional support
Employer & IndustryRbc Bank, banking and financial servicesRbc Bank, retail banking

Both roles involve client interaction within Rbc Bank, but Client Advisors focus more on sales and financial planning, while Personal Bankers handle daily banking transactions and customer service. Understanding these differences helps candidates choose the role that best fits their skills and career goals.

Is RBC client advisor a good job?

A Client Advisor at RBC Bank is responsible for providing financial advice and services to clients, often requiring strong communication and sales skills. The role typically offers competitive pay, benefits, and opportunities for career advancement within the banking industry. Job satisfaction depends on individual preferences for client interaction and sales targets.

What does a client advisor do at RBC?

A client advisor at RBC provides financial advice and services to clients, helping them manage accounts, investments, and banking needs. They assess client financial situations, recommend suitable products, and ensure excellent customer service, often using banking software and adhering to regulatory standards.

How much does an RBC client advisor make?

An RBC Client Advisor typically earns between $40,000 and $60,000 annually, depending on experience, location, and performance bonuses. Compensation may also include benefits and opportunities for commission or incentives based on sales targets.

What does a client advisor at a bank do?

A client advisor at a bank is responsible for assisting customers with their financial needs, such as opening accounts, providing product information, and offering investment or loan options. They build relationships with clients, assess their financial goals, and ensure excellent customer service, often using banking software and adhering to regulatory requirements.
Infographic showing various Client Advisor Rbc Bank job openings in Calgary, AB as of June 2026, with employment types broken down into 92% Full Time, 2% Part Time, 4% Temporary, and 2% Contract. Highlights an 72% In-person, 15% Hybrid, and 13% Remote job distribution.
Financial Advisor, Investment & Retirement Planning - Airdrie, AB

Financial Advisor, Investment & Retirement Planning - Airdrie, AB

Scotiabank

Airdrie, AB • On-site

Other

Posted 11 days ago

Job description

Requisition ID: 263310 
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
 

  • Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
  • Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
  • Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
  • Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

 
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
 

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the CIFP/CFP designation or bank recognized equivalent.
  • Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
  • Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

 
What's in it for you?
 

  • Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
  • An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
  • A supportive work environment that promotes work-life balance.
  • Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.
     

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our "Financial Planner, Scotia Financial Planning" postings.

#financialplanner

Location(s):  Canada : Alberta : Airdrie 
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply