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Client advisor • toronto on

Last updated: 1 day ago

Senior Client Service Advisor - Treasury

Royal Bank of Canada>TORONTO, Canada
Full-time

Join our growing Client Service team and play a key role in delivering a differentiated servicing experience for strategic, high value clients.RBC’s Transaction Banking team provides comprehensive ... Show more

Financial Advisor

Primerica - Toronto, ONToronto, ON, CA
Full-time
Quick Apply

As a financial advisor, you will be responsible for assessing clients' financial situations, understanding their goals and objectives, and developing personalized financial plans to help them achie... Show more

Director, Client Implementations

Verto HealthToronto, ON, CA
CA$150,000.00 yearly
Full-time
Quick Apply

About the Company Verto Health is a health technology company solving healthcare’s most complex data fragmentation and interoperability challenges.Our patented, AI-enabled platform ingests st... Show more

Manager, Client Success

BoldrToronto, ON, CA
Full-time
Quick Apply

Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.We are a global team, uni... Show more

Privacy Advisor

Teckhorizon IncToronto, ON, Canada
Full-time
Quick Apply

Our Client is looking for a Senior Privacy Impact Assessment Specialist who will lead and support Privacy Impact Assessments for new technologies, information systems, digital solutions, programs... Show more

Client Advocacy Operations

Randstad CanadaToronto, Ontario, CA
CA$31.70 hourly
Full-time +1
Quick Apply

The Client Advocacy Operations role supports the Client Advocacy team by executing high-volume, operational work across sales references that support accelerating sales cycles, AI-assisted advocacy... Show more

Client Experience Associate

Harbourfront Wealth ManagementToronto, Ontario, Canada
Full-time

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.We are a fast-growing wealth management firm with over $16 billion in assets under administ... Show more

Parts Advisor

Downtown AutoGroupToronto, Ontario, Canada
CA$45,000.00 yearly
Full-time

Automotive Parts Advisor - Elevate Your Career at Downtown Ford!.Are you passionate about cars and driven by the pieces that keep them running at their best? At .Downtown AutoGroup (DAG), we'r... Show more

Client Services Associate

TransPerfectToronto, ON, CA
Full-time

Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow ... Show more

Client Success Manager

TriviumToronto, ON, CA
Remote
Full-time
Quick Apply

Remote · Eastern Time Zone · Full-time · 9am–6pm ET.This is not a check-in-with-clients-once-a-week seat.We're not looking for someone to send a monthly report and call it account management.We're ... Show more

Client Success Manager

Bask HealthToronto, CA
Remote
Full-time
Quick Apply

Bask is the best telehealth platform on the market.Our mission is to empower entrepreneurs and businesses to launch a DTC telemedicine company quickly and easily, abstracting away the complexities ... Show more

Program Advisor

Toronto Film SchoolToronto, CA
CA$55,000.00 yearly
Full-time
Quick Apply

Who we are At Yorkville University and Toronto Film School, we believe education is more than the pursuit of knowledge – it is a catalyst for transformation.Our mission, grounded in democrati... Show more

Supervisor, Client Solutions

Aviso WealthToronto, ON, CA
CA$83,000.00 yearly
Full-time
Quick Apply

At Aviso, we are dedicated to improving the financial well-being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, a... Show more

Client Care Supervisor

SPRINT Senior CareYork, Ontario, Canada
CA$35.73 hourly
Full-time +1
Quick Apply

We began caring for seniors and enabling seniors to care for themselves in 1983.We continue to do so today as an accredited, not-for-profit community support service agency in Toronto by offering a... Show more

Senior Client Developer

eTeamToronto, ON
Full-time

Role Name: Senior Client Developer.Location: Toronto days a week on site FF interview might be required.We need a senior Client developer who ships.You'll be dropped into an active Insurance platfo... Show more

Service Advisor

City Buick Chevrolet Cadillac GMCToronto
Full-time

City Buick Chevrolet Cadillac GMC is looking for a .City Buick Chevrolet Cadillac GMC is proud to be a member of The Humberview Group, representing 20 dealerships and 18 automotive brands.They are ... Show more

VP, Client Strategy

Junction CollectiveToronto, ON, Canada
CA$190,000.00 yearly
Full-time

VP, Client Strategy - Remote within Canada.Our client scales growth channels for some of the world's top education and consumer brands, such as Good Inside, Native Shoes, UBC, and Earth Rated.But m... Show more

People also ask
Senior Client Service Advisor - Treasury

Senior Client Service Advisor - Treasury

Royal Bank of Canada>TORONTO, Canada
8 days ago
Job type
  • Full-time
Job description

Job Description

What is the opportunity?

Join our growing Client Service team and play a key role in delivering a differentiated servicing experience for strategic, high value clients. RBC’s Transaction Banking team provides comprehensive treasury and cash management, trade finance, and payment solutions to corporate and institutional clients, supporting businesses to optimize their working capital, manage risk and streamline operations through innovative digital tools and global expertise.

As a Senior Client Service Advisor (SCSA), you are a key member of the Client Relationship Team (CRT), specializing in treasury and cash management products. You’ll act as the primary point of contact for a dedicated client portfolio, coordinate and collaborate with partners to resolve servicing requests and deepen client relationships.

What will you do?

  • Deliver an exceptional client experience by responding promptly and accurately to requests, prioritizing the client’s needs and taking ownership to resolve requests on the first contact

  • Partner with the CRT and Operations teams to offer expert advice, coordinate complex and effective integrated service solutions, addressing client concerns with a long-term perspective

  • Record and resolve customer complaints in a timely manner, identifying root causes and providing effective solutions

  • Balance competing demands and prioritize tasks to meet stakeholder requirements, escalating issues that may impact client experience or RBC standards, including policy, compliance, and reputational risk

  • Conduct regular client service reviews to enhance product utilization and identify new opportunities

  • Educate clients and promote the adoption of digital solutions to enable clients to self-serve efficiently and improve their overall experience

  • Provide customized product training to clients as needed to support their unique requirements

  • Contribute to team initiatives and develop expertise in specific solutions (SME subject matter expertise)

  • Maintain accurate documentation of service queries and complete required reporting for transparency and management

What do you need to succeed?

Must-have:

  • 3-5 years of related experience with strong working knowledge of treasury and cash management operations and products

  • Effective communication skills

  • Strong attention to detail, analytical and problem-solving skills

  • Excellent time management and prioritization skills

  • Ability to work effectively both independently and within a team environment

Nice to have:

  • Commercial or corporate banking client servicing experience

  • Certified Treasury Professional, CertICM or other relevant professional designation

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.

  • Ability to make a difference and lasting impact

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Opportunities to do challenging work

Job Skills

Cash Management, Cash Management Products, Client Relationship Management, Client Service, Commercial Banking Operations, Commercial Banking Relationship Management, Customer Service

Additional Job Details

Address:

16 YORK ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-14

Application Deadline:

2026-08-16

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.