Financial Advisor

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 based in 280 HURONTARIO ST:COLLINGWOOD is inviting applications from suitable candidates for the position of Financial Advisor who are self-motivated and have good interpersonal skills. The candidate who got selected will be required to start work as soon as possible. The position is for a full-time role.

Employer Name: Royal Bank of Canada
Position: Financial Advisor
Salary: $92,000 – $172,000 per year
Work hours/week: 37.5
Employment type: Full-time
Location: 280 HURONTARIO ST:COLLINGWOOD

• The candidate will be responsible for consistently demonstrating empathy and kindness while taking the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients.
• The candidate will be required to communicate clearly to identify client needs and provide client centric advice while resolving concerns at first contact.
• The candidate will be responsible for using their own advice capabilities, along with those of the right partner in the RBC ecosystem, to meet clients’ entire suite of financial needs, both personal and business.
• The candidate will be responsible for providing professional advice and education with the ability to address complex credit and investments, ensuring solutions are appropriate for client needs and financial circumstances.
• The candidate will be required to promote digital enablement by educating clients to self-serve while providing advice and encouraging interaction through their preferred channels.
• The candidate will be responsible for making good use of technology to connect with clients both virtually and face to face.
• The candidate will be responsible for implementing effective contact and relationship building strategies that support new client acquisition and retention in the local community.
• The candidate will be responsible for collaborating with market-leading professionals in financial planning, retirement planning, mortgages and business banking to ensure clients receive customized and relevant expert advice.

Job Requirements

• The candidate must hold a valid Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
• The candidate must have completed the Designated Financial Services Advisor (DFSA) designation through the Canadian Securities Institute (Personal Financial Service Advice and Financial Planning I) for Canada excluding Quebec.
• The candidate must have completed the Certificate of Achievement in Personal Finance from the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec).
• The candidate must have 2-3 years of proven sales experience in the financial services industry, handling credit and investments.
• The candidate must demonstrate the ability to build trust and sustain long‑term client relationships.
• The candidate should be comfortable using different devices such as smartphones, tablets, and laptops.
• The candidate must have second language skills.
• The candidate must be active in developing strong network within the local community.
• The candidate will receive career development support and top‑notch sales coaching to take their career to the next level.
• The candidate will receive a competitive salary, annual bonus, and recognition programs that reward top performance.
• The candidate will have access to a strong suite of tools, including emerging digital capabilities to enhance their competitive edge.
• The candidate will have the opportunity to represent Canada’s leading financial services brand in their community.

Job Skills

• The candidate must be skilled in providing advice-based solutions to meet client needs.
• The candidate must have a client-focused approach in all interactions.
• The candidate must be skilled in uncovering client needs through thorough discovery.
• The candidate must have strong communication skills.
• The candidate must have strong critical thinking skills.
• The candidate must have a curious mindset and seek to understand clients and situations deeply.
• The candidate must have strong data analysis skills.
• The candidate must be comfortable using digital tools and systems.