Financial Advisor

We are seeking a Financial Advisor to join our team in Ottawa. As an RBC Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small business clients, providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals.

Responsibilities:

• Consistently demonstrate empathy, kindness, and understanding in all interactions with colleagues and clients
• Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns
• Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet clients' entire suite of financial needs
• Provide professional advice and education on complex credit and investments
• Champion digital enablement and educate clients to self-serve
• Make good use of technology to connect with clients virtually and face-to-face
• Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking

Requirements:

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation
• Quebec – Completed Certificate of Achievement – Personal Finance
• 2-3 years of proven sales experience in the financial services industry
• Demonstrated ability to build trust and maintain long-term client relationships
• Digital literacy across a broad range of devices
• Fluency 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
• Competitive salary, annual bonus, and recognition programs
• Strong suite of tools, including emerging digital capability
• Opportunity to represent Canada's leading financial services brand