Future Financial Advisor: Build Trust & Grow Clients

RBC; Hamilton; On-site; CAD 65,000 - 90,000; Full time

Job summary

RBC in Hamilton, Ontario is seeking a Financial Advisor to attract, nurture, and grow relationships with high‑value personal and small business clients by delivering proactive, professional advice and collaborating with RBC partners. You will help clients achieve goals and key life events, discuss credit and investments, and guide them through digital banking and financial planning options.

This role emphasizes trust-building, client engagement, and local community involvement with a strong

Qualifications

• Mandatory mutual funds accreditation and CSI certificate.
• 2–3 years of proven sales experience in financial services.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Digital literacy across a broad range of devices (smartphones, tablets, laptops).

Responsibilities

• Communicate with clients to learn about needs and help them achieve goals
• Provide professional advice for credit and investments for personal and business needs
• Collaborate with financial planning, retirement planning, mortgages, and business banking experts
• Leverage technology to deliver on client experience and drive sales and retention
• Proactively resolve and prevent client banking problems
• Educate clients on RBC products and services and assist with digital banking

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Education

Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

Certificate in Financial Services Advice (CSI: Personal Financial Service Advice and Financial Planning I)

Job description

RBC in Hamilton, Ontario is seeking a Financial Advisor to attract, nurture, and grow relationships with high‑value personal and small business clients by delivering proactive, professional advice and collaborating with RBC partners. You will help clients achieve goals and key life events, discuss credit and investments, and guide them through digital banking and financial planning options.

This role emphasizes trust-building, client engagement, and local community involvement with a strong