Financial Advisor

RBC; Oakville; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company is hiring a Financial Advisor in Oakville, Ontario. The successful candidate will attract and nurture relationships with high-value clients, providing expert advice in credit and investment. Responsibilities include collaborating with financial experts and leveraging technology for superior client experiences. The role requires relevant accreditations and sales experience. This position offers a competitive salary with bonuses, career development opportunities, and a supportive work environment.

Benefits

Career development opportunities

Competitive salary

Annual bonuses

Recognition programs

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 devices (smartphones, tablets, laptops).

Responsibilities

• Communicate with clients to learn about their needs and help them achieve their goals.
• Provide professional advice to address complex credit and investment needs.
• Collaborate with market-leading professionals to provide customized advice.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Education

Mutual Funds accreditation

Certificate in Financial Services Advice

Job description

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 your 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 contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.

What will you do?

• Communicate with clients to learn about their needs and help them achieve their goals
• Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs

• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
• Leverage technology to deliver on client experience and drive sales and retention
• Proactively take ownership of resolving and preventing client’s banking problems
• Implement contact and relationship building strategies, and support new client acquisition in local community
• Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including 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, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
• 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

• Fluency in a second language
• Active in the local community, 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

Job Skills

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address: 2460 WINSTON CHURCHILL BLVD:OAKVILLE

City: Oakville

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-12

Application Deadline: 2026-01-16

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

I nclusion and Equal Opportunity Employment.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.