Financial Advisor

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

Job summary

A leading financial institution in North Bay seeks a Financial Advisor. You will nurture client relationships and provide proactive financial advice, addressing both personal and business needs. Ideal candidates have 2-3 years of sales experience in financial services and the ability to build trust with clients. This role offers a competitive salary and career development opportunities.

Benefits

Career development opportunities

Competitive salary

Annual bonus

Qualifications

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

Responsibilities

• Deliver client-centric advice and resolve concerns at the first point of contact.
• Collaborate with partners to meet clients' financial needs.
• Champion digital enablement in client interactions.

Skills

Valid Mutual Funds accreditation

Sales experience in financial services

Digital literacy

Trust-building capabilities

Education

Designated Financial Services Advisor (DFSA)

Job description

Overview

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.

Responsibilities

• 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 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.

Qualifications

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.

Additional Job Details

Job Skills: Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

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

Pay Type: Salaried

Posted Date: 2025-09-24

Application

Application Deadline: 2025-10-04

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Inclusion and Equal Opportunity Employment: At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth as one of the largest and most successful banks in the world. RBC strives to deliver a workplace based on respect, belonging and opportunity for all.

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