Financial Advisor

RBC; Central Ontario; Presencial; CAD 47.000 - 68.000; Jornada completa

Descripción de la vacante

RBC in North Bay, Ontario is seeking a Financial Advisor trainee to attract, nurture, and grow high-value personal and small business client relationships. You will provide proactive advice across banking, investments, and credit, and collaborate with RBC partners to address clients' life goals.

You will guide clients through complex credit and investment needs, promote digital self-service, and connect with clients both virtually and in person within the Muskoka North region.

Formación

• Mutual Funds accreditation required.
• Completed DFSA designation (Canada ex Quebec) or equivalent.
• Quebec certificate of achievement in Personal Finance required.
• 2–3 years of proven sales experience in financial services involving credit and investments.
• Ability to build trust and maintain long-term client relationships.
• Digital literacy across devices (smartphones, tablets, laptops).

Responsabilidades

• Consistently demonstrate empathy and understanding with clients.
• Uncover client needs and deliver client-centric advice at first contact.
• Collaborate with RBC partners to meet clients' financial needs across personal and business banking.
• Provide professional advice on complex credit and investments.
• Encourage digital self-service while offering personalized guidance.
• Use technology to connect with clients virtually and face-to-face.
• Develop strategies to acquire new clients and retain existing relationships.
• Coordinate with financial planning, mortgages, and business banking experts to tailor advice.

Conocimientos

Client Centricity

Communication

Critical Thinking

Curious Mindset

Educación

Mutual Funds accreditation

DFSA designation (Canada ex Quebec)

Certificate of Achievement - Personal Finance (Quebec)

Descripción del empleo

Job Description

We are hiring for future opportunities in multiple locations across the Muskoka North region, and only candidates whose qualifications and experience align with the role requirements will be contacted by a recruiter for further consideration.

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

• Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
• Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
• Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
• Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
• Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
• Make good use of technology to connect with clients both virtually and face to face
• Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice

What do you need to succeed?

Must-have

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
• Quebec - Completed Certificate of Achievement - Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance - Quebec, Investment and Taxation Fundamentals - Quebec, Insurance and 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 (i.e., smartphones, tablets, laptops, etc.)

Nice-to-have

• Second language skill
• Active in developing a solid network in the local community

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.

• Career development and top-notch sales coaching to take your career to the next level
• Competitive salary, annual bonus, and recognition programs that reward top performance
• Strong suite of tools, including emerging digital capability to enhance your competitive edge
• Opportunity to represent Canada’s leading financial services brand in your community

Job Skills

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address

925 STOCKDALE RD:NORTH BAY

City

North Bay

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular - Trainee (Trainee)

Pay Type

Salaried

Posted Date

2026-11-09

Application Deadline

2026-12-07

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com