Client-Centric Financial Advisor for Personal & Business

rbc; Northwestern Ontario; On-site; CAD 60,000 - 90,000; Full time

Job summary

RBC Financial Group in Thunder Bay, Ontario, seeks a Financial Advisor focused on high-value personal and small business clients. You will provide proactive, professional advice across banking, investments, and credit, building long-term client relationships in the local community.

Join a team that emphasizes client-first service, digital enablement, and collaboration with RBC partners to help clients achieve their goals and life events. Strong communication and trust-building are essential.

Qualifications

• Must have DFSA designation and Mutual Funds accreditation.
• 2–3 years of proven sales experience in financial services.
• Ability to build trust and long-term client relationships.
• Digital literacy across devices (phones, tablets, laptops, etc.).

Responsibilities

• Attract and nurture relationships with personal and small business clients.
• Provide proactive, professional advice across banking, investments and credit.
• Collaborate with RBC partners to address client goals and life events.
• Educate clients on digital self-serve options and channel preferences.
• Connect with clients virtually and face-to-face to expand relationships.

Skills

Mutual Funds accreditation

DFSA designation

Sales experience

Digital literacy

Second language

Education

Mutual Funds accreditation

DFSA designation (Canada)

Job description

RBC Financial Group in Thunder Bay, Ontario, seeks a Financial Advisor focused on high-value personal and small business clients. You will provide proactive, professional advice across banking, investments, and credit, building long-term client relationships in the local community.

Join a team that emphasizes client-first service, digital enablement, and collaboration with RBC partners to help clients achieve their goals and life events. Strong communication and trust-building are essential.