Financial Advisor: Personal & Small Business

RBC; Sydney; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Career development

Competitive salary and bonus

Digital tools and capabilities

Brand leadership in community

Job summary

RBC is seeking an experienced Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice across banking, investments, and credit, leveraging RBC partners to help clients achieve their goals.

You will educate clients on digital tools while delivering tailored advice and building trust in your local community. Strong emphasis on client-centric solutions and ongoing relationship growth.

Qualifications

• Mutual Funds accreditation required.
• Canada DFSA designation required (or equivalent).
• Quebec Personal Finance certificate required for QC region.
• 2–3 years sales experience in financial services.

Responsibilities

• Provide proactive, professional advice across personal banking, investments, and credit.
• Build and nurture relationships with high-value clients and small businesses.
• Uncover client needs and deliver client-centric solutions at first contact.
• Educate clients on digital self-serve options while offering in-person guidance.
• Collaborate with RBC partners to address complex financial needs.

Skills

Empathy

Communication

Client centricity

Client discovery

Critical thinking

Curious mindset

Data analysis

Digital literacy

Education

Mutual Funds accreditation (Investment Funds in Canada)

DFSA designation (Canada)

Quebec Certificate of Achievement – Personal Finance

2-3 years sales experience in financial services

Job description

RBC is seeking an experienced Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice across banking, investments, and credit, leveraging RBC partners to help clients achieve their goals.

You will educate clients on digital tools while delivering tailored advice and building trust in your local community. Strong emphasis on client-centric solutions and ongoing relationship growth.