Build trusted client relationships as an RBC Financial Advisor in Wellington North, using expertise across investments, credit, and everyday banking. This full time role supports personal and small business clients.
You will provide proactive advice across complex financial needs, collaborate with RBC partners, and help clients navigate goals and key life events. The position emphasizes empathy, client discovery, digital literacy, and appropriate recommendations. You will serve clients virtually and face to face while supporting personal and business needs.
Key Responsibilities: Understand client circumstances, motivators, concerns, and financial needs
Deliver client-centric advice and resolve concerns at first contact
Address complex credit and investment requirements professionally




Educate clients on digital self-service and channel choices
Collaborate with financial planning, mortgage, and business banking experts
Requirements: Valid Mutual Funds accreditation through IFIC or Canadian Securities Course
Completed DFSA designation outside Quebec, or Quebec certificate
Two to three years financial services sales experience
Experience handling credit and investments
Ability to build trust and maintain long-term relationships
Bring financial advice, relationship building, and digital literacy to RBC clients across personal and small business banking.

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📌 RBC Personal Financial Advisor (Ontario)
🏢 Royal Bank of Canada
📍 Ontario