Financial Advisor: Build Wealth, Guide Clients & Businesses

RBC; Barrie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company in Barrie is seeking a Financial Advisor to build strong client relationships and provide comprehensive financial advice. This role involves collaborating with partners to meet clients' goals in banking, investments, and credit. Candidates should have a valid Mutual Funds accreditation and 2-3 years of experience in the financial services industry. The position offers competitive salary and career development opportunities.

Benefits

Career development and coaching

Competitive salary and bonuses

Strong suite of tools and resources

Qualifications

• 2-3 years of proven sales experience in the financial services industry.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Digital literacy across a broad range of devices.

Responsibilities

• Attract, nurture, and grow relationships with clients.
• Provide proactive, professional advice.
• Collaborate with RBC partners to meet client goals.

Skills

Client Centricity

Communication

Digital Literacy

Critical Thinking

Education

Valid Mutual Funds accreditation

Designated Financial Services Advisor designation

Job description

A leading financial services company in Barrie is seeking a Financial Advisor to build strong client relationships and provide comprehensive financial advice. This role involves collaborating with partners to meet clients' goals in banking, investments, and credit. Candidates should have a valid Mutual Funds accreditation and 2-3 years of experience in the financial services industry. The position offers competitive salary and career development opportunities.