Financial Advisor — Growth, Guidance & Digital Banking

RBC; Innisfil; Presencial; CAD 65.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career development

Sales coaching

Competitive salary and bonus

Access to digital tools and platforms

Descripción de la vacante

RBC is hiring a Financial Advisor in Barrie, Ontario. The role focuses on building and nurturing relationships with high-value personal and small business clients, delivering proactive, professional advice across banking, investments, and credit.

You will collaborate with RBC partners to help clients achieve their goals and life events with tailored solutions. You’ll demonstrate empathy, uncover needs, educate clients on digital tools, and coordinate with specialists to provide comprehensive

Formación

• Mutual Funds accreditation required.
• DFSA designation required (Canada).
• Quebec: Personal Finance Certificate of Achievement required.
• 2–3 years sales experience in financial services, handling credit and investments.
• Ability to build trust and long-term client relationships.
• Digital literacy across devices.

Responsabilidades

• Demonstrate empathy and understand client circumstances in all interactions.
• Uncover client needs and deliver client-centric advice and solutions at first contact.
• Collaborate with RBC partners to meet full financial needs (personal and business).
• Provide professional advice on complex credit and investments.
• Encourage digital self-serve while offering advisory support in preferred channel.
• Use technology to connect with clients virtually and in person.
• Support new client acquisition and retention in the local community.
• Collaborate with financial planning and banking experts to tailor advice.

Conocimientos

Client Centricity

Communication

Critical Thinking

Curious Mindset

Educación

Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

Designated Financial Services Advisor (DFSA) – Canada

Certificate of Achievement – Personal Finance (Quebec)

Descripción del empleo

RBC is hiring a Financial Advisor in Barrie, Ontario. The role focuses on building and nurturing relationships with high-value personal and small business clients, delivering proactive, professional advice across banking, investments, and credit.

You will collaborate with RBC partners to help clients achieve their goals and life events with tailored solutions. You’ll demonstrate empathy, uncover needs, educate clients on digital tools, and coordinate with specialists to provide comprehensive