Financial Advisor: Growth, Digital Tools & Community

RBC

Bracebridge

On-site

CAD 55,000 - 90,000

Full time

6 days ago
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Job summary

RBC Financial Advisor role in North Bay/Bracebridge region seeks an advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive advice across everyday banking, investments, and credit, collaborating with RBC partners to address goals and life events.

You will educate clients on digital tools, support multi-channel interactions, and help accelerate new client acquisition while building long-term trust in the local community.

Qualifications

  • Mutual funds accreditation required or in progress.
  • DFSA designation (Personal Financial Service Advice and Financial Planning I) required.
  • Quebec: Certificate of Achievement – Personal Finance required (Fundamentals in Quebec, Investment and Taxation Fundamentals – Quebec)

Responsibilities

  • Build trusted client relationships and grow high-value personal and small business client accounts.
  • Provide proactive, professional advice across banking, investments, and credit.
  • Collaborate with RBC partners to address clients’ life goals and financial events.
  • Educate clients on digital channels and encourage self-serve where appropriate.
  • Prospect and acquire new clients, strengthening local market presence.

Skills

Client centricity
Communication
Critical thinking
Curious mindset

Education

Mutual funds accreditation
DFSA designation
Quebec Personal Finance certificate

Job description

RBC Financial Advisor role in North Bay/Bracebridge region seeks an advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive advice across everyday banking, investments, and credit, collaborating with RBC partners to address goals and life events.

You will educate clients on digital tools, support multi-channel interactions, and help accelerate new client acquisition while building long-term trust in the local community.

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