Client Advisor - Barrie

Only for registered members Barrie, Canada

2 weeks ago

Default job background
Full time

Job summary

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.

Responsibilities

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Client Advisor

    1 week ago

    Only for registered members Barrie

    This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking. · ...

  • Client Advisor

    1 month ago

    Only for registered members Barrie

    This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as wel ...

  • Client Advisor

    1 week ago

    Only for registered members Barrie Part time

    This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · You help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate ...

  • Client Advisor

    2 weeks ago

    Only for registered members New Tecumseth

    +As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. · +Proactively engage with clients in ...

  • Client Advisor

    1 week ago

    Only for registered members Orillia

    This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our ...

  • Client Advisor

    1 week ago

    Only for registered members Orillia Part time

    This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as wel ...

  • Only for registered members Orillia Full time

    We have Summer Student Intern opportunities available in Orillia or Collingwood area. Open the door to the first of many opportunities at RBC and experience the challenges and rewards of working in the financial services industry. · You will gain foundational skills as a Client A ...

  • Client Associate

    1 month ago

    Only for registered members Barrie, Ontario

    This is a full-time on-site position located in Barrie, Ontario, for the role of Client Associate. The Client Associate will support financial advisors and clients by delivering exceptional client service, · managing client accounts, · addressing inquiries, · and assisting with a ...

  • Only for registered members Barrie, Ontario

    We are seeking a Registered Branch Associate to join our team. As a critical member of the branch team, you will be responsible for building meaningful connections with clients and helping them achieve their financial goals. You will work closely with a Financial Advisor to provi ...

  • Only for registered members Barrie, Ontario

    We are looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant. · The RBC Dominion Securities branch located in Barrie is seeking someone who will provide ongoing, exceptional service and support ...

  • Only for registered members BARRIE, Ontario, Canada

    We thrive on the challenge to be our best, think progressively to keep growing · and work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper.A comprehensive Total Rewards Program including bonuses · competitive compensation c ...

  • Only for registered members BARRIE, Ontario, Canada

    As an RBC Financial Advisor you attract nurture and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them you provide our clients with proactive professional advice and collaborate with RBC partners to help c ...

  • Only for registered members Barrie, Ontario

    This role is ideal for individuals eager to expand and apply their comprehensive tax knowledge. You'll have the opportunity to work hands-on with diverse tax matters, develop a deep understanding of corporate and personal tax processes, and enhance your overall financial expertis ...

  • Only for registered members Barrie, Ontario

    You will provide business and financial advice to high value small business clients who need your help as they start, manage and grow their enterprises. · ...

  • Only for registered members BARRIE, Ontario, Canada

    We are actively hiring for an Insurance Advisor position in Barrie. · The career event will be held on March 2nd, 2026 from 5:00pm to 7:00pm at a location that will be provided later. · This is a full-time salaried position with unlimited earning potential and a competitive compe ...

  • Only for registered members Barrie, Ontario

    A Financial Planner will contribute to meeting sales goals through effective management of assigned client portfolios. · Conducting in-depth reviews for assigned clients including retirement planning, · Exhibiting a natural curiosity to uncover and solve for client's needs, · ...

  • Only for registered members Barrie, Ontario

    +Wealth management. · +Prepare client reports and files ahead of Advisor client meetings. · Work with team to identify where you can provide specialized planning support for different aspects of the business. · ...

  • Only for registered members Barrie, Ontario, Canada

    We're looking for a Client Services Coordinator to join our team in Barrie, Ontario. As the first point of contact with our Members, you'll play a vital role in creating a lasting first impression and providing exceptional customer service. · ...

  • Only for registered members Barrie, Ontario

    The role of a Financial Planner involves developing and deepening mass affluent client relationships by providing high-quality advice and service. · Driving investment sales and new client acquisition. · ...

  • Client Associate

    4 weeks ago

    Only for registered members Barrie, Ontario

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · To learn more about CIBC, please visit · Clients will be directly engaged by Client Associates to offer support ...