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From the employer's careers site First seen 7 Nov 2026

Senior Financial Advisor

The employer hasn't listed a salary.

Apply on Royal Bank of Canada (RBC)

Description

Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific for individual needs.

Responsibilities:

  • Apply your past sales experience for prospecting, and lead generation, to new and existing clients
  • Demonstrate portfolio management and risk mitigation through the review of financial statements identifying trends, monitoring risk, and assessing for credit restructuring
  • Provide an exceptional client experience by delivering superior business and financial advice
  • Leverage the expertise of RBC by identifying referral opportunities, making introductions together with appropriate referrals to RBC partners
  • Collaborate and coordinate with the various teams to develop and execute a client contact strategy
  • Champion digital enablement by becoming an advocate of the RBC mobile application, promoting regular usage through educating and guiding clients on how to use it

Requirements:

  • Minimum 3-5 years commercial banking experience
  • Proven track record in sales and business development and exceptional client relationship management
  • Credit skills including assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
  • Expertise in a specialized sector (e.g. Real Estate, Health, Agriculture)
  • Experience with emerging communications and technology (i.e., web-based meetings, social media, Digital Banking and Mobile Applications)
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have:

  • Strong communication and presentation skills
  • Deep products and services knowledge dependent on industry specialization
  • New client acquisition skills (i.e., pitching the value proposition, lead generation, initial customer contact and cold calling, asking for referrals)
  • University degree, ideally in commerce, business administration, or related experience

What's in it for you?

  • World-class sales and senior leadership training with countless development opportunities
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A focus on work-life balance
  • A unique opportunity for personal and professional growth
  • Work in a dynamic, collaborative, progressive, and high-performing team

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Skills

Required

  • Adaptability
  • Business Development
  • Client Centricity
  • Communication
  • Critical Thinking
  • Curious Mindset
  • Financial Acumen
  • Practice Management
  • French

Nice to have

  • Strong communication and presentation skills
  • Deep products and services knowledge
  • New client acquisition skills
  • University degree
Apply on Royal Bank of Canada (RBC)