Client-Centric Financial Advisor - Growth & Digital Tools

Tobermory; Collingwood; On-site; CAD 92,000 - 172,000; Full time

Job summary

Royal Bank of Canada in Collingwood, Ontario, invites applications for a Financial Advisor. This full‑time role requires empathy, strong interpersonal skills, and the ability to assess client needs and provide suitable guidance across personal and business finances.

The successful candidate will build trust-based relationships, promote digital tools, and collaborate with RBC specialists to deliver tailored solutions in investments, credit, mortgages, retirement planning, and wealth management

Qualifications

• Mutual Funds accreditation required.
• DFSA designation required for Canada (excl Quebec).
• CISI Certificate of Achievement in Personal Finance required.
• 2–3 years of proven sales experience in financial services.
• Ability to build trust and sustain long-term client relationships.

Responsibilities

• Demonstrate empathy and understand client circumstances in all interactions.
• Identify client needs and provide client-centric advice at first contact.
• Use RBC ecosystem tools to address full suite of financial needs (personal and business).
• Provide professional advice on credit, investments, and related financial planning.
• Promote digital enablement and encourage client self-serve while offering guidance.
• Build and maintain relationships to support client acquisition and retention in the local community.
• Collaborate with RBC professionals in financial planning, mortgages, and business banking to tailor solutions.

Skills

Client-focused

Strong communication

Relationship building

Digital tools literacy

Financial analysis

Education

Mutual Funds accreditation

DFSA designation

CISI Personal Finance Certificate

Job description

Royal Bank of Canada in Collingwood, Ontario, invites applications for a Financial Advisor. This full‑time role requires empathy, strong interpersonal skills, and the ability to assess client needs and provide suitable guidance across personal and business finances.

The successful candidate will build trust-based relationships, promote digital tools, and collaborate with RBC specialists to deliver tailored solutions in investments, credit, mortgages, retirement planning, and wealth management