Strategic Financial Advisor for High-Value Clients

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

Benefits offered by this job

Career development

Top-notch sales coaching

Digital capability tools

Job summary

RBC is seeking an experienced Financial Advisor in Victoria to attract, nurture, and grow high-value personal and small business client relationships. You will provide proactive advice across banking, investments and credit, collaborating with RBC partners to meet clients' life goals and complex needs.

The role emphasizes empathetic client interactions and digital-enabled service. The ideal candidate has 2–3 years of financial services sales experience, appropriate accreditations, strong

Qualifications

• Mutual Funds accreditation or CSC/IFC required to serve clients.
• DFSA designation or Quebec equivalent completed or in progress.
• 2–3 years of proven sales experience in financial services.
• Strong ability to build trust and long-term client relationships.

Responsibilities

• Provide proactive, client-centric financial advice across personal and small business needs.
• Educate clients on investments, credit, and everyday banking using RBC tools.
• Partner with specialists to deliver customized financial plans and solutions.
• Leverage digital channels to encourage self-serve and seamless service.

Skills

Client discovery

Communication

Empathy

Digital literacy

Critical thinking

Relationship building

Data analysis

Curious mindset

Education

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

DFSA designation (Canadian Securities Institute)

Quebec Personal Finance Certificate of Achievement (Quebec)

Job description

RBC is seeking an experienced Financial Advisor in Victoria to attract, nurture, and grow high-value personal and small business client relationships. You will provide proactive advice across banking, investments and credit, collaborating with RBC partners to meet clients' life goals and complex needs.

The role emphasizes empathetic client interactions and digital-enabled service. The ideal candidate has 2–3 years of financial services sales experience, appropriate accreditations, strong