Royal Bank of Canada

Group Financial Advisor

Royal Bank of Canada$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Certificate in Financial Services Advice, such as Personal Financial Service Advice and Financial Planning I
  • 2-3 years of experience in financial services, focusing on credit and investments
  • Proven ability to build and maintain client relationships
  • Strong presentation skills and adaptability to work in various environments
  • Proficient with digital tools and platforms for client interactions

Responsibilities

  • Communicate with clients to identify and address their financial goals
  • Provide expert advice on complex credit and investment needs
  • Engage in onboarding and participate in RBC at Work events
  • Collaborate with financial experts to deliver tailored advice
  • Utilize technology to enhance client experiences
  • Proactively resolve and prevent banking issues for clients
  • Develop strategies for client acquisition and relationship building

Benefits

  • Competitive salary and bonus structure
  • Recognition programs for high performers
  • Access to advanced digital tools to improve service delivery
  • Opportunity to represent a leading financial services brand in your community
Full Job Description
Job Description

What is the opportunity?

RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.

What will you do?
  • Communicate with clients to learn about their needs and help them achieve their goals
  • Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
  • Participate in RBC at Work Group Advantage events and member onboarding
  • Collaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
  • Leverage technology to deliver on client experience and enable performance and retention
  • Proactively take ownership of resolving and preventing client's banking problems
  • Implement contact and relationship building strategies, and support new client acquisition in local community
  • Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking


What do you need to succeed?

Must-have
  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)
  • 2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the client
  • Demonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partners
  • Agile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environment
  • Digital savviness across multiple platforms and devices (i.e. Sales platform, e-signature, mobile technologies. Comfortable navigating with and for clients


Nice-to-have
  • Fluency in a second language
  • Active in the local community, developing a solid network in the local community
  • Familiarity with Group Advantage value proposition


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.
  • 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

Additional Job Details

Address:

10720 80 AVE:GRANDE PRAIRIE

City:

Grande Prairie

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-20

Application Deadline:

2026-08-03
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

Stay Connected

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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