Financial Advisor

RBC; Surrey; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Career development and top-notch sales

Competitive salary and annual bonus

Strong suite of digital tools

Represent Canada’s leading financials—

Job summary

RBC in Surrey, Canada, is seeking a Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice across everyday banking, investments, and credit, collaborating with RBC partners to help clients achieve their goals and key life events.

You will work with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to deliver customized expert advice,

Qualifications

• Mutual Funds accreditation or equivalent.
• Completed DFSA designation (Canada) or Quebec Personal Finance certificate.
• 2–3 years of proven sales experience in financial services.
• Ability to build trust and maintain client relationships.
• Digital literacy across devices (smartphones, tablets, laptops).

Responsibilities

• Demonstrate empathy and understand client circumstances in all interactions.
• Uncover client needs and deliver client-centric advice and solutions.
• Leverage RBC ecosystem to meet clients' financial needs (personal and business).
• Provide professional advice on credit and investments; ensure suitability.
• Promote digital self-service while guiding clients to preferred channels.
• Use technology to connect with clients virtually and in person.
• Develop strategies to accelerate new client acquisition and retention locally.
• Collaborate with financial planning, mortgages and business banking experts.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation

DFSA designation (Canada)

Quebec Personal Finance Certificate

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)


• 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

Job Skills

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

Additional Job Details

Address

18676 FRASER HWY:SURREY

City

Surrey

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-08-04

Application Deadline

2026-08-24

Note

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

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.