Hybrid Branch Leader & Financial Advisor

RBC; New Tecumseth; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in New Tecumseth is seeking a Branch Manager Advisor who will play a pivotal role in providing financial advice while leading a team. This position requires valid Mutual Funds accreditation and a designation as a Designated Financial Services Advisor. The successful candidate will drive performance, manage client relationships, and promote an inclusive workplace. The role offers competitive compensation and flexible benefits.

Benefits

Comprehensive Total Rewards Program

Coaching and development opportunities

Dynamic, collaborative team environment

Qualifications

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Completed Designated Financial Services Advisor (DFSA) designation.
• Completed Branch Compliance Officer course offered by the Canadian Securities Institute.

Responsibilities

• Manage a team that delivers an exceptional client experience.
• Champion digital enablement by educating clients.
• Lead your team from the front, engaging clients.
• Remain locally connected and motivate your team.
• Effectively manage capacity across the Advisor team.
• Role model, coach, and champion the Leadership Model.
• Speak up for inclusion and appreciate team members' uniqueness.
• Develop and coach your team on improving proficiency.

Skills

Entrepreneurial business acquisition mindset

Experience in both business and personal banking

Leadership and team management

Education

Valid Mutual Funds accreditation

Designated Financial Services Advisor (DFSA)

Completed Branch Compliance Officer course

Job description

A leading financial institution in New Tecumseth is seeking a Branch Manager Advisor who will play a pivotal role in providing financial advice while leading a team. This position requires valid Mutual Funds accreditation and a designation as a Designated Financial Services Advisor. The successful candidate will drive performance, manage client relationships, and promote an inclusive workplace. The role offers competitive compensation and flexible benefits.