Financial Advisor

rbc; North Dundas; On-site; CAD 55,000 - 90,000; Full time

Job summary

RBC Financial Advisor role focusing on delivering client-centric advice across personal and business needs. You will build trust, uncover client needs, and partner with RBC experts to address credit, investments, and banking goals.

Must-have credentials include Mutual Funds accreditation and Quebec Personal Finance certificate, with 1-2 years of sales experience in financial services. Strong digital literacy is required to engage clients across channels.

Qualifications

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• 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).
• 1-2 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)

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 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

Skills

Digital literacy

Client discovery

Communication

Critical thinking

Data analysis

Education

Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

Certificate of Achievement - Personal Finance (Quebec)

Job description

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)
• 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)
• 1-2 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

• Active in developing a solid network in the local community

What's in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

• Advice Based Solutions
• Client Centricity
• Client Discovery
• Communication
• Critical Thinking
• Curious Mindset
• Data Analysis
• Digital Literacy

Additional Job Details

• Address: 481 WINCHESTER MAIN ST:NORTH DUNDAS City:
• North Dundas Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform:
• PERSONAL & COMMERCIAL BANKING Job Type:
• Regular Pay Type:
• Salaried
• Posted Date: 2026-09-15
• Application Deadline: 2026-09-29 Note : 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.