Financial Advisor
1 week ago
What is the opportunity? 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 proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and navigate key life events. As an expert advisor, you will apply a breadth and depth of expertise across everyday banking, investments, and credit, delivering a robust Advice Experience for 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 the ability to address complex credit and investments, ensuring that 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 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). Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (C.S.I.) – Personal Financial Service Advice and Financial Planning I. Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute – Fundamentals of Personal Finance (Quebec), Investment and Taxation Fundamentals (Quebec), Insurance and Retirement (Quebec). 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. What’s in it for you? We thrive on challenge, progressive thinking, and teamwork to deliver trusted advice that helps our clients and communities thrive. Career development and top‑notch sales coaching to elevate your career. Competitive salary, annual bonus, and recognition programs that reward top performance. Strong suite of tools, including emerging digital capabilities 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 Job Details Address: 6168 NO 3 RD, RICHMOND City: Richmond Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025‑11‑19 Application Deadline: 2025‑12‑03 (Applications accepted until 11:59 PM on the day prior to the application deadline) Inclusion and 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 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. Join our Talent Community Stay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and recruitment events that matter to you. #J-18808-Ljbffr
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Financial Advisor Assistant
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Richmond, Canada Sun Life Financial Full timeA leading financial services company in Richmond is seeking a Financial Advisor who will help Clients throughout their financial journey. This role offers unlimited earning potential and independence, while providing necessary training and local support. Ideal candidates have a strong work ethic and enjoy building relationships. Potential for professional...
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Richmond, Canada Sun Life Financial Full timeA leading financial services company in Richmond is seeking a Financial Advisor who will help Clients throughout their financial journey. This role offers unlimited earning potential and independence, while providing necessary training and local support. Ideal candidates have a strong work ethic and enjoy building relationships. Potential for professional...
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Richmond, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?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...
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