Financial advisor jobs in Canada

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Added 1 month ago
FW
Business Banking Advisor (Kelowna)
First West Credit Union
Kelowna, BC
- Full-time
Mutual Funds License required
Added 1 month ago
SC
Utility Billing Financial Advisor
Strathcona County
AB · Greater Edmonton Metropolitan Area
- $89,180 to $111,420.4 CAD / year
- Temporary
Turn data into insights that make an impact! As the Utility Billing Financial Advisor, you’ll play a key role in ensuring the accuracy and financial integrity of Strathcona County’s utility…
Added 1 month ago
SC
Utility Billing Financial Advisor
Strathcona County
Sherwood Park, AB
- Full-time
Turn data into insights that make an impact! As the Utility Billing Financial Advisor, you’ll play a key role in ensuring the accuracy and financial integrity of Strathcona County’s utility…
Added 1 month ago
D
Personal Finance Advisor
Desjardins
Sherbrooke, QC · Caisse Desjardins du Nord de Sherbrooke
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 month ago
Financial Advisor - Danforth & Woodbine Branch
Scotiabank
Toronto, ON
Added 1 month ago
NB
Banking Advisor
National Bank of Canada
Mascouche, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 month ago
NB
BANKING ADVISOR
National Bank of Canada
Amherst, QC · Saint-Rémi-d’Amherst, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 month ago
D
Personal Finance Advisor
Desjardins
Boucherville, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 month ago
D
Personal Finance Advisor
Desjardins
Boucherville, QC · Sainte-Julie, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
Available to work five days per week including one evening
Added 1 month ago
Senior Financial Advisor
University of Toronto
Toronto, ON
Must possess strong analytical skills
Added 1 month ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 1 month ago
CO
Corporate Financial Advisor
City of Kitchener
Kitchener, ON
- Full-time
The Corporate Financial Advisor role serves as a key strategic finance resource, providing advanced financial analysis, modeling, and advisory support. Reporting to the Manager of Budgets,…
Added 1 month ago
RB
Financial Advisor - Greater Toronto Region
Royal Bank of Canada
Toronto, ON
- Full-time
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…
Added 1 month ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 month ago
NB
banking advisor
National Bank of Canada
Les Coteaux, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 month ago
CC
Student Financial Planner
CDI College
Calgary, AB
- $42,000 to $45,000 CAD / year
- Full-time
The Student Financial Planner acts as a crucial liaison between Admissions and Student Finance at the CDI Calgary North campus. In this role, you will empower students by guiding them…
Added 1 month ago
Senior Financial Advisor - Mahogany, Calgary, AB
Scotiabank
AB · Calgary, AB
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 1 month ago
SW
Financial Consultant - Ottawa
Scotia Wealth Management
Ottawa, ON
- Full-time
As a Financial Consultant you will contribute to the overall success of MD Financial Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in…
Added 1 month ago
R
Banking Advisor
RBC
Dauphin, MB
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 month ago
T
Financial Planner
TD
Toronto, ON
- Full-time
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and…
Added 1 month ago
B
Planificateur Financier
BMO
Hawkesbury, ON
- Full-time
…performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers…
Added 1 month ago
Financial Advisor, Regional Opportunities - Metro Vancouver, BC
Scotiabank
Burnaby, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Financial Advisor opportunities based on business needs.
Added 1 month ago
RB
Banking Advisor
Royal Bank of Canada
Dauphin, MB
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 month ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Nanaimo, BC
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results oriented…
Added 1 month ago
SI
Financial Adviser
Surepoint Insurance
ON · Regional Municipality of York, ON
- Full-time
…who enjoy working with people, to join our growing team of Financial Advisers. Our advisers empower our clients by helping them take control of the financial aspects of their lives. Your…

RBC

Financial Advisor

Ottawa, ON, Canada

Full-time

Apply on rbc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 31, 2026
Experience: 2-3 years of proven sales experience in the financial services industry, handling credit and investments
Posting language: English
Posted: May 1, 2026

Original job description

Job Description

**This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Ottawa Communities. Includes locations such as; Ottawa Central, Ottawa East, Orleans, South Keys, etc. Qualified applicants will be contacted to review their resume in more detail.

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, 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, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address:

99 BANK ST:OTTAWA

City:

Ottawa

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:

2026-02-10

Application Deadline:

2026-12-31

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 on rbc.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Financial Advisor will attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive, professional advice across banking, investments, and credit. Responsibilities include uncovering client needs, delivering client-centric solutions, and championing digital enablement while collaborating with RBC partners.

Requirements

Candidates must possess valid Mutual Funds accreditation (IFIC or CSC) and either the DFSA designation (for Canada excluding Quebec) or the Certificate of Achievement – Personal Finance (for Quebec). A minimum of 2-3 years of proven sales experience in the financial services industry, specifically handling credit and investments, is mandatory.

Skills

Proactive Advice
Investment Expertise
Credit Solutions
Digital Enablement
Sales Experience
Client Discovery
Communication
Empathy
Trust Building
Financial Planning
Business Needs Assessment
Digital Literacy
Relationship Building Strategies
Client Centricity
Critical Thinking

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Personal Clients
Small Business Clients
Investments
Credit
Mutual Funds Accreditation
DFSA Designation
Certificate of Achievement
Sales
Client Acquisition
Client Retention
Digital Capability
Financial Planning
Mortgages
Business Banking
Trainee

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