Greater Toronto Area On Rbc client advisor Jobs – 18 Openings This Week

Client Service Associate
NFP Corp —Markham, ON
- $50,000–$60,000 a year
- Full-time
- Microsoft Excel
- Medical office experience
- Microsoft Office
- Dental care
- Life insurance
Bilingual Fraud Advisor Advice Centre
Royal Bank of Canada —Toronto, ON
- Full-time
- Bilingual
- Customer service
- English
Senior Client Service Advisor - Treasury
Royal Bank of Canada —Toronto, ON
- Full-time
- Cash handling
- Communication skills
- Time management
6d
Senior Client Service Advisor, Trade
Royal Bank of Canada —Toronto, ON
- Full-time
- Customer service
- Communication skills
- Time management
11d
Senior Client Service Advisor, Commercial Cards
Royal Bank of Canada —Toronto, ON
- Full-time
- Cash handling
- Communication skills
- Time management
11d
Client Advisor - Aurora & Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Royal Bank of Canada —Richmond Hill, ON
- Full-time
- Sales
- English
Client Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, Russian or Hebrew)
Royal Bank of Canada —Richmond Hill, ON
- Full-time
- Bilingual
- Sales
Client Advisor - Etobicoke North (Bilingual: English and Cantonese/Mandarin/Italian/Polish/Spanish)
Royal Bank of Canada —Toronto, ON
- Full-time
- Bilingual
- Hospitality
- Spanish
Relationship Manager, Business Markets
Royal Bank of Canada —Toronto, ON
- Full-time
- Business development
- Organizational skills
- Business
Client Advisor - North York (Bilingual - Mandarin, Cantonese or Filipino)
Royal Bank of Canada —Vaughan, ON
- Full-time
- Bilingual
- Sales
Assistant Branch Manager, Bathurst and Rutherford Branch
Royal Bank of Canada —Vaughan, ON
- Full-time
- Sales
- Business
12d
Client Advisor - Vaughan - Bilingual (English & Mandarin, Cantonese, Italian, Spanish, Russian, or Ukrainian)
Royal Bank of Canada —Toronto, ON
- Full-time
- Bilingual
- Hospitality
- Spanish
Assistant Branch Manager
Royal Bank of Canada —Toronto, ON
- Full-time
- Sales
- Business
4d
Greater Toronto Region - Leadership Networking Event
Royal Bank of Canada —Toronto, ON
- Full-time
- Management
- Sales
- Business
Branch Operations Manager
Royal Bank of Canada —Toronto, ON
- $67,000–$110,000 a year
- Full-time
- English
- Communication skills
- Time management
Treasury Solutions Specialist
Royal Bank of Canada —Toronto, ON
- Full-time
- Sales
- Business development
- Financial services
6d

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Client Service Associate
NFP Corp —Markham, ON
Reimbursement of license fees and professional membership dues. Provide exceptional customer service to clients, answer questions and addressing concerns…
$50,000–$60,000 a year
Client Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, Russian or Hebrew)
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rbc client advisor jobs near greater toronto area on

Client Service Associate

NFP Corp -
Markham, ON

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Job details

Full-time
$50,000–$60,000 a year

Qualifications

Microsoft Excel
Medical office experience
Microsoft Office
Administrative experience
Bachelor's
Communication skills

Full job description

Posting Description:

Business Line: Individual Life Solutions

Hours Per Week: 35 (Full-Time)

Location: Markham and Toronto, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

Wage Transparency: The base salary range for this position is $50,000to $60,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

About the Role

NFP’s individual Solutions Division includes the key services of life insurance including, life insurance, living benefits, long term care coverage and individual health and dental benefits. We are seeking a dedicated and detailed-oriented individual to join our team as a Client Service Associate to support the needs of our Individual Solutions division. In this role, you will be responsible for managing the ongoing service needs of our existing insurance policyholders. Your primary focus will be on providing exceptional customer service on the in-force request, ensuring policy accuracy, and addressing any client inquiries or concerns promptly and professionally. This role also includes client service-related functions including policy changes and ongoing stakeholder management between the advisor, carrier, and clients.

What You’ll Do

Enter new insurance applications into the carrier portals ensuring all necessary information is complete and accurate.
Place and track medical orders, work with vendors and applicants to schedule and complete necessary medical tests.
Liase with insurance carriers to coordinate and fulfill additional requirements, such as underwriting requests, medical records, and other documentation needed for policy approval.
Track and monitor the status of each case, providing regular updates to internal teams, advisors and clients as needed.
Maintain and organize all case – related documentation, ensuring compliance with company and industry standards.
Identify and resolve any issues or delays in the application process, working proactively to keep cases moving forward.
Provide exceptional customer service to clients, answer questions and addressing concerns related to the application process.
Work with underwriting teams to obtain preliminary opinions.
Entering underwriting and policy data into Sales Force.
Work with proposed insureds and carriers in obtaining Attending Physician Statements (APS).

What You Bring

Bachelor’s degree is preferred.
Typically, 2+ years of experience in administration and servicing individual insurance products (Life, disability, etc.), or experience working in medical office administration.
Sound knowledge of industry trends as well as insurance carrier products and services is a plus (i.e., RBC, Manulife, Canada Life, etc.).
Proficiency in Microsoft office and Excel.
Strong organizational and multitasking abilities.
Ability to manage a high-volume workload in a fast-paced & demanding environment.
Proficient in collaborative teamwork while also demonstrating strong independent work capabilities.
Ability to think critically, problem-solve and develop solutions beyond the surface.
High attention to detail.
Excellent interpersonal, verbal, and written communication.
Proven experience providing excellent client service predominantly through email communication.
Ability to work independently and as part of a team.
Service oriented – no task too small

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

A hybrid environment approach that keeps the best interests of our staff and our clients in mind
Annual bonus plan for all employees
Matching RRSP plan of 5% of salary
Referral Commission Plan
Generous benefits plan including Health Care Spending Account starting on the first day of employment
Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
Reimbursement of license fees and professional membership dues
A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.

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Refine Your Search

rbc client advisor jobs in greater toronto area on

Client Service Associate

Bilingual Fraud Advisor Advice Centre

Senior Client Service Advisor - Treasury

Senior Client Service Advisor, Trade

Senior Client Service Advisor, Commercial Cards

Client Advisor - Aurora & Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)

Client Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, Russian or Hebrew)

Client Advisor - Etobicoke North (Bilingual: English and Cantonese/Mandarin/Italian/Polish/Spanish)

Relationship Manager, Business Markets

Client Advisor - North York (Bilingual - Mandarin, Cantonese or Filipino)

Assistant Branch Manager, Bathurst and Rutherford Branch

Client Advisor - Vaughan - Bilingual (English & Mandarin, Cantonese, Italian, Spanish, Russian, or Ukrainian)

Assistant Branch Manager

Greater Toronto Region - Leadership Networking Event

Branch Operations Manager

Treasury Solutions Specialist

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