Financial Advisor - Digital-First Client Advocate

RBC; City of Lacombe; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading financial institution in Lacombe is seeking a Financial Advisor to enhance client relationships by providing proactive advice and support. The ideal candidate has a strong sales background in financial services, ideally with 2-3 years of experience. This role offers a competitive salary and solid career development opportunities. Join us to thrive in a supportive, client-centric environment.

Benefits

Career development and coaching

Competitive salary and bonus

Strong suite of tools for client support

Qualifications

• 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.

Responsibilities

• Attract, nurture, and grow relationships with high-value personal and small business clients.
• Provide proactive, professional advice and collaborate with RBC partners.
• Educate clients to self-serve while maintaining a strong advice-led approach.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Education

Valid Mutual Funds accreditation

Designated Financial Services Advisor (DFSA) designation

Tools

Digital literacy

Job description

A leading financial institution in Lacombe is seeking a Financial Advisor to enhance client relationships by providing proactive advice and support. The ideal candidate has a strong sales background in financial services, ideally with 2-3 years of experience. This role offers a competitive salary and solid career development opportunities. Join us to thrive in a supportive, client-centric environment.