Client-Centric Financial Advisor — Growth & Digital Enablement

RBC; Northwestern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Financial Advisor in Thunder Bay, Ontario. The successful candidate will enhance relationships with personal and small business clients, providing proactive advice across banking and investments. Candidates should possess a valid Mutual Funds accreditation and completed Designated Financial Services Advisor designation, along with 2-3 years of sales experience in financial services. Offering competitive salary, annual bonus, and career development opportunities.

Benefits

Career development and top-notch sales coaching

Competitive salary and annual bonus

Strong suite of tools

Qualifications

• 2-3 years of proven sales experience in the financial services industry, handling credit and investments.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Digital literacy across a broad range of devices.

Responsibilities

• Attract, nurture, and grow relationships with high-value clients.
• Provide professional advice and collaborate to help clients achieve their goals.
• Champion digital enablement by educating clients to self-serve.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curiosity

Data Analysis

Digital Literacy

Education

Valid Mutual Funds accreditation

Completed Designated Financial Services Advisor (DFSA) designation

Job description

A leading financial services firm is seeking a Financial Advisor in Thunder Bay, Ontario. The successful candidate will enhance relationships with personal and small business clients, providing proactive advice across banking and investments. Candidates should possess a valid Mutual Funds accreditation and completed Designated Financial Services Advisor designation, along with 2-3 years of sales experience in financial services. Offering competitive salary, annual bonus, and career development opportunities.