Financial Advisor

0000050007 Royal Bank of Canada; Kitchener; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian financial institution in Kitchener is seeking a skilled professional to manage client relationships and provide financial services advice. You will work closely with clients to understand their needs and collaborate with experts to offer tailored solutions. The ideal candidate has a strong sales background in financial services and is digitally savvy. This full-time position offers competitive compensation and opportunities for career development.

Benefits

Career development

Competitive salary

Annual bonus

Recognition programs

Qualifications

• Minimum 2-3 years of proven sales experience in financial services.
• Ability to build and maintain long-term client relationships.

Responsibilities

• Communicate with clients to understand their needs.
• Provide professional advice on credit and investments.
• Collaborate with financial experts to customize client advice.

Skills

Sales experience in financial services

Building trust with clients

Digital literacy

Education

Valid Mutual Funds accreditation

Completed Certificate in Financial Services Advice

Job description

Job Description

What will you do?

• Communicate with clients to learn about their needs and help them achieve their goals.
• Provide professional advice and education, addressing complex credit and investment needs for both personal and business clients.
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized advice.
• Leverage technology to enhance client experience, drive sales, and improve retention.
• Proactively resolve and prevent client banking issues.
• Implement relationship-building strategies and support new client acquisition within the local community.
• Educate clients on RBC products and services, including digital banking features like mobile, ATM, and online banking.

What do you need to succeed? Must-have

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Completed Certificate in Financial Services Advice through CSI (Personal Financial Service Advice and Financial Planning I).
• 2-3 years of proven sales experience in financial services, handling credit and investments.
• Ability to build trust and maintain long-term client relationships.
• Digital literacy across devices (smartphones, tablets, laptops, etc.).

Nice-to-have

• Fluency in a second language.
• Active involvement in the local community, with a strong network.

What’s in it for you? We thrive on challenges, growth, and teamwork to deliver trusted advice, helping clients and communities prosper. We value support, potential, making a difference, and mutual success.

• Career development and top-tier sales coaching.
• Competitive salary, annual bonus, and recognition programs.
• Advanced digital tools to enhance your competitive edge.
• Opportunity to represent Canada’s leading financial brand locally.

Additional Job Details

Address: 180 KING ST W, KITCHENER, CANADA

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-07-21

Application Deadline: 2025-08-01. Applications accepted until 11:59 PM on the day prior.

RBC is committed to inclusion and equal opportunity employment. We foster a respectful, supportive workplace that promotes diversity, collaboration, innovation, and professional growth, aligning with our purpose to create value for clients and communities.

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