Financial Advisor Regional Municipality

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 advisory capabilities, and those of the right partner in the RBC ecosystem, to meet our clients’ entire suite of personal and business financial needs.

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

Champion digital enablement by proactively educating clients to self‑serve, while leading with advice, serving through digital where possible and encouraging 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 to ensure clients receive customized and relevant expert advice.

• Must‑have Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (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, etc.).
• Nice‑to‑have: second language skill.
• Active in developing a solid network in the local community.

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.

• Banking
• Client Relationship Management
• Communication
• Customer Experience (CX)
• Financial Services
• Investments