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Added 5 mins ago
Financial Planning Internship - Wealth Advisor Practice - Winter 2027
IG Wealth Management
AB · Alberta, Canada
Volunteer
You’ll work under the supervision of a Wealth Advisor and may be involved in a variety of activities related to client service, practice management, financial planning support, and business…
Added 5 mins ago
Corporate Partnerships Manager
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Toronto, ON
Full-time
Lead the full sales cycle, converting prospects into long-term client partnerships and identifying opportunities for account expansion.
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Director, Consulting Expert (DCE)
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NS · Nova Scotia, Canada
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Added 23 mins ago
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…4:00 p.m. EST, Wednesday, October 14, 2026, for the Cultural Advisor with Mental Wellness, Wellbeing. The Six Nations of the Grand River Application for Employment Form, Job Posting and Job…
Added 38 mins ago
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GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
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Added 2 hours ago
Financial Advisor
RBC
Kawartha Lakes, ON
Full-time
Demonstrated ability to build trust and maintain long-term client relationships
Added 2 hours ago
Investment Associate, Private Wealth
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Added 3 hours ago
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…platform leader. They will be responsible for delivering strong client and advisor outcomes while maintaining disciplined investment governance, effective risk management and alignment with…
Added 4 hours ago
Job ID #32252: Supervisor, Enterprise Architecture
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…priorities, emerging opportunities, organizational risk, and long-term strategic objectives. The position ensures that business capabilities, information assets, technology investments,…
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The Client Account Management (CAM) team’s core mission is to foster long-term strategic relationships with clients by delivering exceptional service and tailored solutions. A Client…
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Act as a trusted advisor to clients, helping shape long-term modernization and AI transformation roadmaps.
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Account Executive - Canada
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Apply consultative-selling techniques to develop a deep understanding of client goals, challenges, and ambitions related to mission critical workloads and innovation. Serve as a trusted…
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Financial Advisor Trainee
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Financial Advisor Trainee
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Financial Advisor Trainee
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Added 14 hours ago
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 15 hours ago
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Client Relationship Management: Build trust and maintain long-term relationships with clients.

RBC

Financial Advisor

Kawartha Lakes, ON, Canada

Job type: Full-time
Apply by: Oct 23, 2026
Experience: 2-3 years of proven sales experience in the financial services industry, handling credit and investments
Posting language: English
Posted: Oct 1, 2026

Apply About employer

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Original job description

Job Description

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 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, an 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

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address:

189 KENT ST W:KAWARTHA LAKES

City:

Kawartha Lakes

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular – Trainee (Trainee)

Pay Type:

Salaried

Posted Date:

2026-10-01

Application Deadline:

2026-10-23

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

The Financial Advisor attracts and nurtures relationships with high-value personal and business clients by providing proactive, professional financial advice. They collaborate with internal partners to address complex credit and investment needs while championing digital self-service tools.

Requirements

Candidates must possess valid Mutual Funds accreditation and a relevant financial services designation such as the DFSA. A minimum of 2-3 years of proven sales experience in the financial services industry is required.

Skills

Financial advising
Sales
Credit analysis
Investment management
Relationship building
Client acquisition
Digital literacy
Communication
Empathy
Financial planning
Retirement planning
Mortgages
Business banking
Client centricity
Critical thinking
Curious mindset

Benefits

Career development
Sales coaching
Competitive salary
Annual bonus
Recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Mutual Funds
Investment Funds in Canada
Canadian Securities Course
Designated Financial Services Advisor
Credit
Investments
Banking
Sales
Client Acquisition
Digital Enablement
Financial Planning
Retirement Planning
Mortgages
Business Banking
Relationship Management
Customer Service
Financial Services
RBC
Personal Finance

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