Financial Advisor, Halton Regional Municipality (Campbellville)

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 your 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 contribute to strong sales and retention. 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

Collaborate with market-leading professionals in 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 drive sales 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 (i.e. Personal Financial Service Advice and Financial Planning I)

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

Fluency in a second language

Active in the local community, 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

Additional Job Details Address:

83 MAIN ST S:HALTON HILLS

City:

Halton Hills

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:

2026-06-12

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