Overview

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients, adding value in the moments that matter to them. You provide proactive, professional advice and collaborate with RBC partners to help clients meet their goals and key life events. You bring depth of expertise across everyday banking, investments, and credit, fulfilling a robust advice experience for 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 concerns at first point of contact.
- Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet 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 clients to self‑serve, while leading with advice, serving through digital where possible and encouraging interaction through the 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).
- Candidate must be fluent in Mandarin.

Nice‑to‑have

- Active in developing a solid network in the local community.

What’s in it for you?

- Career development and top‑notch sales coaching to take your career to the next level.
- Market-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

- Location: 99 Bank St, Ottawa, Canada
- Work hours/week: 37.5
- Employment type: Full time
- Platform: Personal & Commercial Banking
- Job type: Regular – Trainee (Trainee)
- Pay type: Salaried

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📌 Financial Advisor - Bilingual (Mandarin) (Ottawa)
🏢 RBC
📍 Ottawa