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Added 8 mins ago
B
Sr Manager, Compensation - Technology & Operations
BMO
Toronto, ON
- Full-time
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Added 8 mins ago
AC
Accounting Clerk
Aramark Canada
Mississauga, ON
- Full-time
…invoices, payment requests, updating related records and other financial information. This role ensures timely completion of deliverables (including, but not limited to, ordering, data…
Added 8 mins ago
SH
Accounts Receivable Clerk - Level 2
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Department / Unit: Financial Reporting Accounts Receivable
Added 9 mins ago
T
Personal Banking Associate Trainee
TD
Okotoks, AB
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 9 mins ago
T
Data Architect, Technology Data Management
TD
Toronto, ON
- Full-time
Added 9 mins ago
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Senior Audit Manager, Quality Control Financial Crimes Audit (1140)
TD
Toronto, ON
- Full-time
As a Quality Control Senior Audit Manager, you’ll plan and perform complex quality control reviews for the Financial Crimes Audit teams. You will be managing associated working…
Added 9 mins ago
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Senior Legal Counsel (Everyday Banking, Savings & Investing)
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
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PIA Client Service Associate
TD
Regina, SK
- Full-time
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Customer Experience Associate
TD
Toronto, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
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Tax Estate Planner
TD
Montreal, QC
- Full-time
The Tax and Estate Planner is responsible for financial planning within an assigned Private Wealth Management (PWM) territory. Accountabilities for the position include providing high net…
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Senior Personal Banker Trainee – Home Borrowing
TD
Toronto, ON
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 9 mins ago
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Group Manager, Finance - IDPP
TD
Toronto, ON
- Full-time
…strategies / tactics for own unit and by conducting business and/or financial analysis to support key business decisions and the achievement of business partner or department…
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Senior Manager, Compliance – Corporate & Investment Banking Compliance Advisory (Canada) (5181)
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 9 mins ago
T
Senior Financial Analyst
TD
Toronto, ON
- Full-time
Canadian Personal Banking Finance is responsible for delivery of performance reporting insights, financial analyses, forecasting, planning and expense allocation activities. The team's…
Added 9 mins ago
T
Finance Manager
TD
Toronto, ON
- Full-time
CPB Finance (Canadian Personal Banking) is responsible for delivering performance reporting, financial analysis, forecasting, planning, and expense allocation activities. The team's mandate…
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Manager, Business Compliance Oversight, Global Asset Management (5427)
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 9 mins ago
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Customer Experience Associate - Campbell River
TD
Campbell River, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 9 mins ago
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Personal Banking Associate Trainee - Repentigny
TD
Repentigny, QC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 9 mins ago
T
Group Manager, Specialized Finance
TD
Toronto, ON
- Full-time
Finance Capital Reporting (FCR) team is responsible for reporting to the Canadian regulator of Financial Institutions (i.e., Office of the Superintendent of Financial Institutions – OSFI)…
Added 9 mins ago
T
.NET/C# Engineer, TD Securities
TD
Toronto, ON
- Full-time
Added 9 mins ago
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Customer Experience Associate - Korean and/or Mandarin Language Skills an Asset
TD
North Vancouver, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 9 mins ago
MM
Compensation Consultant (Senior Associate)
Marsh McLennan
Montreal, QC
- Full-time
Experience in project management, data analysis, financial modeling and presentation design preferred
Added 9 mins ago
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Principal Forecasting & Market Analytics Lead / Responsable principal(e), prévisions et analyses de marché
MSD
Kirkland, QC
- Full-time
Added 9 mins ago
D
Technician, Product administration
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Added 9 mins ago
C
Financial Planning Advisor
CIBC
London, ON · Toronto, ON
- Full-time
…offer recommendations to optimize and grow the clients’ wealth. Financial Planners develop a holistic and integrated wealth management strategy – one that combines investment management,…

RBC

Financial Advisor

Kawartha Lakes, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

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

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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