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Job summary

You will attract and nurture relationships with high-value personal and small business clients by providing proactive, professional financial advice. You will also collaborate with internal partners to address complex credit and investment needs while championing digital self-service tools.

Job details

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: 5118 MUNICIPAL RD 80:GREATER SUDBURY / GRAND SUDBURY City: Greater Sudbury / Grand Sudbury 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: 2026-09-22 Application Deadline: 2026-09-29 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. Join our Talent Community Stay 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. 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.

What you’ll do

You will attract and nurture relationships with high-value personal and small business clients by providing proactive, professional financial advice. You will also collaborate with internal partners to address complex credit and investment needs while championing digital self-service tools.

Requirements

Candidates must hold valid Mutual Funds accreditation and have 2-3 years of proven sales experience in the financial services industry. Strong digital literacy and the ability to build long-term client relationships are also required.

Benefits

• Career development • Sales coaching • Competitive salary • Annual bonus • Recognition programs

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Sales · Preferred
• Communication · Preferred
• Financial planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial advising
• Relationship management
• Sales
• Credit analysis
• Investment management
• Client service
• Digital literacy
• Communication
• Empathy
• Networking
• Financial planning
• Retirement planning
• Mortgages
• Business banking
• Problem solving
• Smartphone Operation
• Workplace Inclusivity
• Curiosity
• Digital Literacy
• Commercial Banking
• Investments
• Customer Acquisition Management
• Mortgage Loans
• Critical Thinking
• Financial Services
• Financial Planning
• Innovation
• Personal Finance
• Relationship Building
• Coaching
• Retirement Planning
• Securities (Finance)
• Tablets

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors