Financial Advisor: Trusted Wealth & Growth for Clients

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

Job summary

A leading financial institution in Canada is seeking a Financial Advisor to build and nurture relationships with personal and small business clients. The ideal candidate will possess a Valid Mutual Funds accreditation and have 2-3 years of sales experience in financial services. You will provide expert financial advice, champion digital enablement, and work closely with RBC partners to meet client needs effectively. This position offers a competitive salary and development opportunities.

Benefits

Career development and sales coaching

Competitive salary and annual bonus

Tools to enhance competitive edge

Opportunity to represent a leading financial brand

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 high-value clients.
• Provide professional advice and education on complex credit and investments.
• Make good use of technology for client connections, both virtually and face-to-face.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Education

Valid Mutual Funds accreditation

Designated Financial Services Advisor (DFSA) designation

Certificate of Achievement – Personal Finance (if in Quebec)

Job description

A leading financial institution in Canada is seeking a Financial Advisor to build and nurture relationships with personal and small business clients. The ideal candidate will possess a Valid Mutual Funds accreditation and have 2-3 years of sales experience in financial services. You will provide expert financial advice, champion digital enablement, and work closely with RBC partners to meet client needs effectively. This position offers a competitive salary and development opportunities.