Financial Advisor

5 days ago


Northwestern Ontario, Canada RBC Full time

Job Description 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 life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on 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 an ability to address complex credit and investments, ensuring 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 our 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) Canada (excluding Quebec) – Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I) Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e. 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 (i.e., 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 the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. 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 Job Skills Advice Based Solutions Client Centricity Client Discovery Communication Critical Thinking Curiosity Data Analysis Digital Literacy Additional Job Details Address: 2600 ARTHUR ST E:THUNDER BAY City: Thunder Bay Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-28 Application Deadline: 2025-12-13 Note Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. 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 to 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. #J-18808-Ljbffr



  • Northwestern Ontario, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Thunder Bay, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR00034423You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...


  • Northwestern Ontario, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Northwestern Ontario, Canada Sun Life Financial Full time

    A major financial services firm is seeking a Financial Advisor in Northwestern Ontario. You will engage with clients, develop financial strategies, and help them achieve their financial goals. The role offers unlimited earning potential and flexible working conditions, catering to individuals with a strong work ethic and excellent communication skills. Join...


  • Northwestern Ontario, Canada Sun Life Full time

    Join to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeGet AI-powered advice on this job and more exclusive features.You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...


  • Northwestern Ontario, Canada Scotiabank Full time

    A leading financial institution is seeking a Financial Advisor in Thunder Bay, Ontario. The role focuses on building strong customer relationships and delivering exceptional service to help clients achieve their financial goals. Ideal candidates will have a proven track record in sales and the drive to meet customer needs. Offers a competitive compensation...

  • Financial Advisor

    1 week ago


    Northwestern Ontario, Canada Scotiabank Full time

    Title: Financial Advisor - Balmoral & Hewitson Requisition ID: 237726 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor. At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to...


  • Northwestern Ontario, Canada RBC Full time

    A leading financial services firm is seeking a Financial Advisor in Thunder Bay, Ontario. The successful candidate will enhance relationships with personal and small business clients, providing proactive advice across banking and investments. Candidates should possess a valid Mutual Funds accreditation and completed Designated Financial Services Advisor...


  • Southwestern Ontario, Canada Financial Policy Full time

    Senior Financial Policy Advisor Position No : 00033817 Level / Salary : Level 6, $120,457 - $132,753 per annum (PSCA 2024) + superannuation Directorate / Business Unit : Office of the Deputy Under Treasurer -> Financial Policy and Operations Work Type : Permanent - Full Time Location : Perth Closing Date : 2025-12-04 4 : 00 PM Are you passionate about making...


  • Northwestern Ontario, Canada Scotiabank Full time

    A leading financial institution in Ontario seeks a Senior Financial Advisor. In this role, you will build and nurture customer relationships, develop personalized financial strategies, and achieve sales targets in a fast-paced environment. The ideal candidate is passionate about helping clients succeed and holds a Mutual Funds licence, working towards a CIFP...


  • Southwestern Ontario, Canada Financial Policy and Operations Full time

    Principal Financial Advisor Position No : 00033731 Level / Salary : Level 7, $139,860 - $149,485 per annum (PSCSA 2024) + superannuation Directorate / Business Unit : Office of the Deputy Under Treasurer -> Financial Policy and Operations Work Type : Permanent - Full Time Location : Perth Closing Date : 2026-01-12 4 : 00 PM Are you passionate about making a...