- Network with leadership team
- Learn about RBC and various financial roles
- Participate in a career event to explore opportunities in retail banking and financial planning
- Engage in discussions about client advisor and financial planning roles

Requirements

- Passionate about helping clients reach their dreams and financial goals
- Preferably supported with some or all of the following accreditations:
- Mutual Funds accreditation (IFIC or CSC)
- Certificate in Financial Services Advice (offered through CSI)
- PFP (Personal Financial Planner)
- CFP (Certified Financial Planner)
- QAFP (Qualified Associate Financial Planner)

Core Competencies

Demonstrates a solid commitment to client success through financial planning and advisory services, supported by relevant certifications in financial services.



Engages effectively with leadership and participates in career development opportunities within retail banking.

Highest-signal resume keywords

- Mutual Funds Accreditation
- Certificate In Financial Services Advice
- Personal Financial Planner
- Certified Financial Planner
- Qualified Associate Financial Planner

ATS Optimization Keywords

Soft Skills

- Passionate About Helping Clients
- Engagement In Discussions

Certifications & Qualifications

- Mutual Funds Accreditation
- Certificate In Financial Services Advice
- Personal Financial Planner
- Certified Financial Planner
- Qualified Associate Financial Planner

Industry Keywords

- Retail Banking
- Financial Planning
- Client Advisor

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📌 Retail Banking, Financial Planning, Career Sales Force Roles (Ottawa)
🏢 Jobtailor
📍 Ottawa