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Financial Advisor

The Financial Advisor attracts and nurtures relationships with high-value personal and business clients by providing proactive, professional advice. They collaborate with internal partners to address complex financial needs, including credit, investments, and retirement planning.

  • On-site
  • North Battleford, SK
  • Posted Aug 5, 2026
  • Apply by Aug 19, 2026
  • 1 position

Job summary

Job Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on 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 client concerns at first point of contact Use your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our 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 our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their 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, etc.) Nice-to-have Second language skill Active in developing a solid network in the local community What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. Job Skills Client Centricity, Communication, Critical Thinking, Curious Mindset Additional Job Details Address: 1101 101 ST:NORTH BATTLEFORD City: North Battleford Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-05-29 Application Deadline: 2026-08-19 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

What you’ll do

The Financial Advisor attracts and nurtures relationships with high-value personal and business clients by providing proactive, professional advice. They collaborate with internal partners to address complex financial needs, including credit, investments, and retirement planning.

Requirements

Candidates must hold valid Mutual Funds accreditation and a relevant financial services designation. A minimum of 2-3 years of proven sales experience in the financial services industry is required.

Listed skills

  • SalesPreferred
  • CommunicationPreferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Financial Advisory
  • Client Relationship Management
  • Sales
  • Credit Analysis
  • Investment Advice
  • Digital Literacy
  • Communication
  • Empathy
  • Client Acquisition
  • Financial Planning
  • Retirement Planning
  • Mortgages
  • Business Banking
  • Critical Thinking
  • Curious Mindset
  • Client Centricity
  • Smartphone Operation
  • Workplace Inclusivity
  • Curiosity
  • Commercial Banking
  • Investments
  • Customer Acquisition Management
  • Mortgage Loans
  • Financial Services
  • Innovation
  • Personal Finance
  • Relationship Building
  • Securities (Finance)
  • Tablets

Job areas

  • Finance & Accounting
  • Sales
  • Customer Service & Support
  • Management & Leadership
  • Financial Advisor
  • Financial Planner / Investment Consultant
  • Financial and Investment Advisers
  • Personal Financial Advisors

Additional details

Minimum education
Professional degree
Minimum experience
2+ years
Apply by
Aug 19, 2026
Posting language
English
Working hours
38 hours per week