Financial Advisor

17 hours ago


Richmond, Canada Royal Bank of Canada> Full time

Job 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 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 contactUse your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and businessProvide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstancesChampion 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 faceImplement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local communityCollaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert adviceWhat do you need to succeed?Must-haveValid 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 investmentsDemonstrated ability to build trust and maintain long-term client relationshipsDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Nice-to-haveSecond language skillActive in developing a solid network in the local communityWhat’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 levelCompetitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canada’s leading financial services brand in your community Job SkillsAdvice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital LiteracyAdditional Job DetailsAddress:6168 NO 3 RD:RICHMONDCity:RichmondCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2025-11-19Application Deadline:2025-12-18Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay 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.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.



  • Richmond, Canada Seed Pacific Financial Group Full time

    Job Summary: Seed Pacific Financial Group committed to providing exceptional financial planning services to our clients. With a dedication to integrity, professionalism, and personalized solutions, we strive to help our clients achieve their financial goals and secure their futures. **Position**: Financial Advisor Assistant **Duties**: - Oversee and...


  • Richmond, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Richmond, British Columbiatime type: Full timeposted on: Posted 12 Days Agojob requisition id: JR00034435You 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...


  • Richmond, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Richmond, British Columbiatime type: Full timeposted on: Posted 12 Days Agojob requisition id: JR00034435You 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...

  • Financial Advisor

    2 weeks ago


    Richmond Hill, Canada Royal Wealth Financial Full time

    **Its a 100% commission based position!** We are seeking a Financial Advisor Part-Time or Full-Time to join our team! You will deliver personalized saving, investment and wealth building solutions to help clients work toward their short-term and long-term financial goals. If that’s something you’re looking for, message me with your availability for an...


  • Richmond Hill, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORLocation: Richmond Hill, OntarioTime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: JR00034443You 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...


  • Richmond, Canada Sun Life Financial Full time

    A 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...


  • Richmond, Canada Sun Life Financial Full time

    A 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...


  • Richmond Hill, Canada AI Financial Power Group Full time

    **About Ai Financial** Founded in 2020, Ai Financial brings together a core team with over 20 years of experience across stock markets, options, investment banking, banking, mutual funds, insurance, and segregated funds. We specialize in providing professional investment advice and asset management services to Canadian residents. Our mission is simple: to...

  • Financial Advisor

    1 week ago


    Richmond, Canada RBC Full time

    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...

  • Financial Advisor

    3 days ago


    Richmond, Canada Co-operators Full time

    The OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and...