Financial Advisor

RBC

. Attract, nurture, and grow relationships with high-value personal and small business clients .

Posted 10/2/2026full-timeNorth Bay • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on credit and investment solutions. Proficient in utilizing digital tools to enhance client interactions and support financial planning strategies.

Highest-signal resume keywords

Valid Mutual Funds AccreditationDesignated Financial Services Advisor (DFSA) DesignationCertificate of Achievement – Personal Finance2–3 Years Sales Experience in Financial ServicesDigital Literacy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit SolutionsInvestment SolutionsClient Relationship ManagementSales ExperienceFinancial Advisory

Soft Skills

Trust BuildingClient-Centric ApproachProactive Problem Solving

Tools & Technologies

Digital Self-Service PlatformsVirtual Communication Tools

Certifications & Qualifications

Mutual Funds AccreditationDesignated Financial Services Advisor (DFSA)Certificate of Achievement – Personal Finance

Industry Keywords

Financial ServicesClient AcquisitionCommunity NetworkingCredit NeedsInvestment Needs

About the role

Key responsibilities & impact

Attract, nurture, and grow relationships with high-value personal and small business clients
Provide proactive, professional, client-centric advice and solutions
Uncover client needs and proactively resolve concerns at first point of contact
Address complex credit and investment needs and recommend appropriate solutions
Educate clients on digital self-service and support their preferred interaction channels
Use technology to connect with clients virtually and face to face
Implement contact and relationship-building strategies to acquire and retain clients in the local community
Collaborate with financial planning, retirement planning, mortgage, and business banking professionals

Requirements

What you’ll need

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
Quebec: Completed Certificate of Achievement – Personal Finance, 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 smartphones, tablets, laptops, and other devices
Second language skill is nice-to-have
Active in developing a solid network in the local community is nice-to-have

Benefits

Comp & perks

Competitive salary
Annual bonus
Recognition programs that reward top performance
Career development
Top-notch sales coaching
Strong suite of tools, including emerging digital capability
Opportunity to represent Canada’s leading financial services brand in the community