Attract, nurture, and grow relationships with high-value personal and small business clients
Provide proactive, professional advice and collaborate with RBC partners to help clients with their financial goals
Handle complex personal and business needs with breadth and depth of expertise across banking, investments, and credit
Champion digital enablement by educating clients to self-serve while leading with advice
Make good use of technology to connect with clients virtually and face to face
Implement effective contact and relationship building strategies to accelerate new client acquisition and retention

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
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 (i.e., smartphones, tablets, laptops, etc.)
Second language skill (nice-to-have)
Active in developing a solid network in the local community (nice-to-have)

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

Financial Advisor

Key skills