Financial Advisor

Royal Bank of Canada; Northwestern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Northwestern Ontario seeks a Financial Advisor to enhance client relationships and provide tailored financial advice. The candidate will have 2-3 years of experience in financial services, a valid Mutual Funds accreditation, and strong communication skills. This role offers a competitive salary, professional development opportunities, and a chance to make a community impact.

Benefits

Career development and coaching

Competitive salary and annual bonus

Access to digital tools

Qualifications

• 2-3 years of proven sales experience in the financial services industry.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Digital literacy across a broad range of devices.

Responsibilities

• Attract, nurture, and grow relationships with clients.
• Provide professional advice and education on credit and investment needs.
• Collaborate with partners to meet clients' financial needs.

Skills

Advice-Based Solutions

Client Centricity

Communication

Digital Literacy

Education

Valid Mutual Funds accreditation

Designated Financial Services Advisor designation

Job description

Job Summary

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 achieve their goals and navigate key life events. As an expert advisor, you possess a breadth and depth of expertise across everyday banking, investments, and credit, enabling you to fulfill a robust Advice Experience for both complex personal and business needs.

What will you do

• Consistently demonstrate empathy, kindness, and take the time to understand clients' circumstances, motivators, and concerns in all interactions with colleagues and clients.
• Communicate effectively to uncover client needs, deliver client-centric advice and solutions, and proactively resolve concerns at first contact.
• Utilize your own advice capabilities and collaborate with the right partners within the RBC ecosystem to meet clients' full suite of financial needs, both personal and business.
• Provide professional advice and education, addressing complex credit and investment needs, ensuring solutions are appropriate for clients' needs and financial circumstances.
• Champion digital enablement by proactively educating clients to self-serve, leading with advice through digital channels where possible, and encouraging clients to interact via their preferred channels.
• Use technology effectively to connect with clients both virtually and face-to-face.
• Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention within your local community.
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized and relevant 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 through the Canadian Securities Institute (e.g., Personal Financial Service Advice and Financial Planning I).
• Quebec: Completed Certificate of Achievement in Personal Finance through the Canadian Securities Institute (e.g., 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 (smartphones, tablets, laptops, etc.).

Nice-to-have

• Second language skills.
• Active involvement in developing a solid network within the local community.

Whats in it for you

We thrive on the challenge to be our best, embrace progressive thinking, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other's growth, making a difference in our communities, and mutual success.

• Career development and top-notch sales coaching to advance your career.
• Competitive salary, annual bonus, and recognition programs rewarding top performance.
• Access to a strong suite of tools, including emerging digital capabilities, to enhance your competitive edge.
• Opportunity to represent Canada's leading financial services brand in your community.

Job Skills

Advice-Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address: 2600 ARTHUR ST E, THUNDER BAY

City: THUNDER BAY

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: [Insert Date]

Application Deadline

Applications will be accepted until 11:59 PM on the day prior to the deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is key to our growth. We support a workplace where employees feel valued, supported, and empowered to perform at their best, fostering respect, belonging, and opportunity for all.

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Expand your limits and create a new future with RBC. Learn how we use our passion and drive to enhance the well-being of our clients and communities.

Required Experience: Unclear Seniority

Key Skills

Business Development, Estate Law, Sales Experience, Trusts, Wealth Management, Financial Services, Investment Experience, Military Experience, Securities Law, Customer Relationship Management, Financial Planning, Wills

Experience: [Specify years]

Vacancy: 1