Financial Advisor, Salmon Arm

Job Description As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients, adding value in the moments that matter to them. You provide professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you possess breadth and depth of expertise across everyday banking, investments and credit, enabling a robust Advice Experience for 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, and 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 clients to self‑serve, while leading with advice, serving through digital where possible and encouraging clients to interact via 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.

Career development and top‑notch sales coaching to take your career to the next level

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 Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

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