Financial Advisor

RBC

Northeastern Ontario

On-site

CAD 55,000 - 75,000

Full time

7 days ago
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Benefits offered by this job

Competitive compensation
Bonuses
Flexible benefits
Career advancement
Sales training

Job summary

RBC in Greater Sudbury is seeking a client-focused banking professional to advise on everyday banking, credit and investment needs. As a RBC ambassador, you will engage clients in-branch and in the community, uncover opportunities, educate on digital banking, and collaborate with partners to deliver memorable experiences.

You will respond to client inquiries, solve problems, build relationships, and help drive satisfaction and loyalty.

Qualifications

  • Mutual Funds accreditation is required.
  • Strong focus on putting clients first.
  • Ability to build relationships and proactively connect with clients.
  • Digital literacy across devices and platforms.

Responsibilities

  • Proactively engage with clients in-branch and community to uncover banking needs and referrals.
  • Educate clients and demonstrate digital banking solutions to deliver memorable experiences.
  • Respond to client inquiries and assist with a full range of financial transactions.
  • Listen to clients to understand individual needs and resolve issues.
  • Maintain relationships with partners to maximize business opportunities and referrals.

Skills

Client education
Problem-solving
Relationship building
Digital literacy

Education

Mutual Funds accreditation (Investment Funds in Canada or CSC)

Job description

Job Description
What is the opportunity?

This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client satisfaction and loyalty.

What will you do?
  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
What do you need to succeed?
Must-have
  • Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
  • Goal-oriented individual with a demonstrated passion for putting clients first.
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
  • Flexibility, eagerness to learn, strong personal ethics, and a drive to succeed
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
Nice-to-have
  • Track record in building rapport and maintaining client relationships within the financial or service industry
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.

  • A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
  • Opportunity to achieve great success and grow your career with RBC
Job Skills
Additional Job Details
Address:

1879 REGENT ST:GREATER SUDBURY / GRAND SUDBURY

City:

Greater Sudbury / Grand Sudbury

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-19

Application Deadline:

2026-10-29

Note

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.

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