Financial Advisor - RBC - New Liskeard, ON

Ncchamber; North East; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services provider is seeking a Financial Advisor to nurture and grow relationships with clients. The role involves providing expert advice on banking, investments, and credit while ensuring a client-centric approach. Successful candidates will have relevant financial qualifications and experience in sales, with opportunities for career development and competitive compensation.

Benefits

Career development and top-notch sales coaching

Competitive salary and annual bonus

Strong suite of tools including digital capabilities

Qualifications

• 1-2 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

• Provide professional advice and education on complex credit and investments.
• Implement effective contact and relationship building strategies.
• Champion digital enablement by educating clients to self-serve.

Skills

Client Centricity

Communication

Critical Thinking

Digital Literacy

Education

Valid Mutual Funds accreditation

Completed Designated Financial Services Advisor (DFSA) designation

Job description

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators, and concerns in all interactions with colleagues and clients

Communicate effectively to uncover client needs, deliver client-centric advice, solutions and proactively resolve client concerns at first point of contact

Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business

Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances

Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.

Make good use of technology to connect with clients both virtually and face-to-face

Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community

Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice

What do you need to succeed?

Must-have

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

Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)

Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)

1-2 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

Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

Nice-to-have

Second language skill

Active in developing a solid network in the local community

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Career development and top-notch sales coaching to take your career to the next level

Competitive salary, annual bonus, and recognition programs that reward top performance

Strong suite of tools, including emerging digital capability to enhance your competitive edge

Opportunity to represent Canada’s leading financial services brand in your community

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Work hours/week:37.5

Posted Date:2025-05-20

Application Deadline:2025-05-30

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusionand Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

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