Client-Centric Financial Advisor (Personal & Business)

RBC; Saskatoon; On-site; CAD 65,000 - 90,000; Full time

Job summary

RBC is seeking a Financial Advisor in Canada to attract, nurture and grow relationships with high-value personal and small business clients, delivering proactive advice across banking, investments and credit. You will collaborate with RBC partners to help clients achieve their goals and key life events.

The role requires Mutual Funds accreditation, DFSA or Quebec Personal Finance certificates, 2–3 years of sales experience in financial services, and strong trust-building with clients, plus solid

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Canada (excluding Quebec) DFSA designation (Personal Financial Service Advice and Financial Planning I).
• Quebec – Certificate of Achievement – Personal Finance (Quebec) including Fundamentals of Personal Finance, Investment and Taxation Fundamentals and Insurance/Retirement (Quebec).
• 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 (smartphones, tablets, laptops).

Responsibilities

• Consistently demonstrate empathy and take time to understand clients' circumstances and concerns.
• Communicate effectively to uncover client needs and deliver client-centric advice and solutions.
• Leverage RBC ecosystem to meet clients' financial needs (personal and business).
• Provide professional advice on complex credit and investments, ensuring suitability for client needs and finances.
• Promote digital enablement and guide clients to self-serve while offering advice.
• Use technology to connect with clients both virtually and face-to-face.
• Develop contact and relationship-building strategies to accelerate client acquisition and retention.
• Collaborate with financial planning, mortgages, and business banking experts to tailor advice.

Skills

Sales experience in financial services

Digital literacy

Relationship building

Communication

Education

Mutual Funds accreditation

DFSA designation (Canada ex Quebec)

Quebec Personal Finance certificate

Job description

RBC is seeking a Financial Advisor in Canada to attract, nurture and grow relationships with high-value personal and small business clients, delivering proactive advice across banking, investments and credit. You will collaborate with RBC partners to help clients achieve their goals and key life events.

The role requires Mutual Funds accreditation, DFSA or Quebec Personal Finance certificates, 2–3 years of sales experience in financial services, and strong trust-building with clients, plus solid