Strategic Financial Advisor for Personal & Small Business

RBC; Brockville; Sur place; CAD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Career development

Sales coaching

Competitive salary

Digital tools

Résumé du poste

RBC in Brockville, Ontario, invites a Financial Advisor to attract, nurture and grow relationships with high-value personal and small business clients. You provide proactive, professional advice across banking, investments, and credit, collaborating with RBC partners to help clients reach their goals.

This role emphasizes empathy, client-centric solutions, and community involvement in your local market. You will leverage digital tools, build trust, and drive new client acquisition and retention

Qualifications

• Mutual Funds accreditation required.
• Completed DFSA or equivalent designation.
• Quebec: Personal Finance certificate completed.
• 2–3 years proven sales experience in financial services.

Responsabilités

• Build trusting, long-term client relationships.
• Provide advice across banking, investments and credit.
• Educate clients and address complex financial needs.
• Collaborate with RBC partners to meet client goals.
• Promote digital enablement while offering personal guidance.

Connaissances

Client Centricity

Communication

Critical Thinking

Curious Mindset

Formation

Mutual Funds accreditation

DFSA designation (Canada)

Quebec – Personal Finance Certificate

2-3 years sales experience

Description du poste

RBC in Brockville, Ontario, invites a Financial Advisor to attract, nurture and grow relationships with high-value personal and small business clients. You provide proactive, professional advice across banking, investments, and credit, collaborating with RBC partners to help clients reach their goals.

This role emphasizes empathy, client-centric solutions, and community involvement in your local market. You will leverage digital tools, build trust, and drive new client acquisition and retention