Financial Advisor

Job Description ** Specific Branch Location is to be determined. Successful incumbent must be mobile within the Windsor and surrounding markets ** 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 your 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 contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences. What will you do? Communicate with clients to learn about their needs and help them achieve their goals Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice Leverage technology to deliver on client experience and drive sales and retention Proactively take ownership of resolving and preventing client’s banking problems Implement contact and relationship building strategies, and support new client acquisition in local community Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking What do you need to succeed? Must-have Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I) 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 Fluency in a second language Active in the local community, 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: 245 OUELLETTE AVE:WINDSOR City: Windsor Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-17 Application Deadline: 2026-08-31 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. 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.

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 while leveraging technology to drive sales and client retention.

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

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

• Problem solvingPreferred
• Data analysisPreferred
• SalesPreferred
• CommunicationPreferred

Identified from the job description. Confirm important requirements above.

• Financial advice
• Sales
• Client relationship management
• Credit analysis
• Investment strategy
• Digital literacy
• Communication
• Problem solving
• Business banking
• Retirement planning
• Mortgages
• Financial planning
• Client acquisition
• Data analysis
• Critical thinking
• Smartphone Operation
• Digital Banking
• Workplace Inclusivity
• Curiosity
• Digital Literacy
• Data Analysis
• Automated Teller Machine
• Commercial Banking
• Investments
• Customer Acquisition Management
• Mortgage Loans
• Critical Thinking
• Finance
• Financial Services
• Financial Planning
• Innovation
• Investment Strategy
• Relationship Building
• Coaching
• Retirement Planning
• Securities (Finance)
• Tablets

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

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Aug 31, 2026

Posting language

English

Working hours

38 hours per week