RBC

Financial Advisor

RBC

full-time

Posted on:

Location Type: Office

Location: Niagara-On-The-Lake • 🇨🇦 Canada

Visit company website
✨ AI Apply
Apply

Job Level

JuniorMid-Level

About the role

  • Attract, nurture, and grow relationships with high-value personal and small business clients
  • Provide proactive, professional advice and education, addressing complex credit and investment needs
  • Collaborate with RBC partners in financial planning, retirement planning, mortgages, and business banking to deliver customized advice
  • Leverage technology to deliver client experience and drive sales and retention
  • Proactively resolve and prevent clients' banking problems and implement relationship-building strategies
  • Support new client acquisition in the local community and educate clients on RBC products and digital banking (mobile, ATM, online)

Requirements

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Certificate in Financial Services Advice (CSI) — Personal Financial Service Advice and Financial Planning I
  • 2-3 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 (smartphones, tablets, laptops)
  • Fluency in a second language (nice-to-have)
  • Active in the local community, developing a solid network (nice-to-have)
Benefits
  • 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
  • Community initiatives through donations, community investments and employee volunteer activities
  • Inclusive workplace policies and programs fostering respect, belonging and opportunity

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Mutual Funds accreditationInvestment Funds in CanadaCanadian Securities CourseCertificate in Financial Services AdvicePersonal Financial Service AdviceFinancial Planning
Soft skills
relationship buildingtrust buildingclient relationship managementproactive problem solvingcommunication
Certifications
Mutual Funds accreditationCertificate in Financial Services Advice