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Added 8 mins ago
NB
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- Full-time
Development Manager, you support clients through one of the most important
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TM
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Added 1 hour ago
RB
Financial Planner Relationship Manager
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Added 1 hour ago
RB
Financial Advisor
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- Full-time
Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
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Financial Advisor
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New Westminster, BC
- Full-time
Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
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- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 4 hours ago
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Financial Planner Relationship Manager
RBC
Stratford, ON
- Full-time
Business Development, Client Centricity, Communication, Long Term Planning
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RBC

Financial Advisor

New Westminster, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Experience: 2-3 years of proven sales experience in the financial services industry, handling credit and investments
Posting language: English
Posted: Nov 2, 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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address:

626 6 AVE:NEW WESTMINSTER

City:

New Westminster

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-02

Application Deadline:

2026-11-18

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

You will attract and grow relationships with high-value personal and small business clients by providing proactive, professional financial advice. You will also collaborate with internal partners to deliver customized solutions across banking, investments, and credit needs.

Requirements

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

Skills

Financial advice
Sales
Credit analysis
Investment management
Digital literacy
Communication
Client centricity
Data analysis
Critical thinking
Relationship building
Business banking
Financial planning
Retirement planning
Mortgages

Benefits

Competitive salary
Annual bonus
Recognition programs
Career development
Sales coaching
Flexible work arrangements

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Mutual Funds
Investment Funds in Canada
Canadian Securities Course
Designated Financial Services Advisor
Personal Financial Service Advice
Financial Planning
Credit
Investments
Digital enablement
Client acquisition
Relationship management
Banking
Retirement planning
Mortgages
Business banking
Sales
Customer service
Digital literacy
Financial services

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