Branch Leader & Financial Advisor

rbc; Trent Hills; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Total rewards program

Coaching & development

Strong brand

Job summary

RBC in Trent Hills, Ontario is seeking a Branch Manager Advisor to split time between providing tailored financial advice and leading a branch team. You will drive growth, deepen client relationships, and oversee day-to-day leadership while supporting clients with everyday banking, investments, and credit solutions.

The role emphasizes client-first service, community involvement, and collaboration across a high-performing team. A strong emphasis on coaching and leadership development is required.

Qualifications

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Canada (excluding Quebec): Completed DFSA designation, offered through the Canadian Securities Institute (Personal Financial Service Advice and Financial Planning I).
• Completed Branch Compliance Officer course offered by the Canadian Securities Institute, or ability to write an exam within 4 months of start date.
• Entrepreneurial business acquisition mindset.

Responsibilities

• Manage a team that delivers an exceptional client experience by leading with advice and leveraging RBC capabilities to meet client needs.
• Champion digital enablement by educating clients to self-serve while leading with advice across channels.
• Lead from the front, engaging clients inside and outside the branch with complex advice solutions.
• Remain locally connected in the community and motivate the team and RBC Partners to connect with clients and Centers of Influence.
• Strategically manage capacity across the Advisor team to drive client contacts and throughput.
• Model leadership, coaching, and a culture of inclusion and belonging for all employees and clients.
• Develop the team to improve proficiency and enable career progression.

Skills

Mutual Funds accreditation

DFSA designation

Branch Compliance Officer course

Entrepreneurial mindset

Job description

RBC in Trent Hills, Ontario is seeking a Branch Manager Advisor to split time between providing tailored financial advice and leading a branch team. You will drive growth, deepen client relationships, and oversee day-to-day leadership while supporting clients with everyday banking, investments, and credit solutions.

The role emphasizes client-first service, community involvement, and collaboration across a high-performing team. A strong emphasis on coaching and leadership development is required.