Financial Advisor (Trainee) - Ottawa

About the role

RBC is inviting candidates to express interest in Financial Advisor positions across its Ottawa communities, including Ottawa Central, Ottawa East, Orleans and South Keys. This is a regular full-time trainee position (37.5 hours per week) in personal and commercial banking, focused on advising high-value personal and small business clients on banking, investments and credit.

Key responsibilities

• Build and grow relationships with personal and small business clients, offering proactive, professional advice and collaborating with RBC partners on clients' goals and life events.
• Understand clients' circumstances, needs and concerns, and communicate clearly to deliver client-centred advice and resolve concerns early.
• Use your own advice capabilities and those of the right RBC partner to cover clients' personal and business financial needs, including complex credit and investments.
• Educate clients so they can self-serve, serve through digital channels where possible and connect with clients virtually and in person.
• Apply contact and relationship-building strategies to acquire and retain clients locally.
• Work with financial planning, retirement planning, mortgage and business banking experts to give clients tailored advice.

Required profile

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• For Ontario and other provinces outside Quebec: completed DFSA designation (Personal Financial Service Advice and Financial Planning I); for Quebec: Certificate of Achievement in Personal Finance.
• 2-3 years of proven sales experience in financial services, handling credit and investments.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Nice to have: second language, active local community network.

Required skills

• Digital literacy across smartphones, tablets and laptops.
• Client discovery, communication, critical thinking and data analysis.

What we offer

• Career development and sales coaching.
• Competitive salary, annual bonus and recognition programs.
• Tools including emerging digital capability.