Financial Advisor

Job Description

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients, adding value in the moments that matter to them. You provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and key life events. With depth of expertise across everyday banking, investments, and credit, you deliver a robust Advice Experience for both personal and business needs.

• Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients.
• Communicate effectively to uncover client needs, deliver client‑centric advice, and proactively resolve client concerns at first point of contact.
• Use your own advisory capabilities and those of the right partner in the RBC ecosystem to meet our clients’ entire suite of financial needs, both personal and business.
• Provide professional advice and education with an ability to address complex credit and investments, ensuring recommended solutions are appropriate for client needs and financial circumstances.
• Champion digital enablement by proactively educating clients to self‑serve, while leading with advice and encouraging interaction through the client’s channel of choice.
• Make good use of technology to connect with clients both virtually and face‑to‑face.
• Implement effective contact and relationship‑building strategies that accelerate new client acquisition and retention in your local community.
• Collaborate with market‑leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized and relevant expert advice.

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Completed Designated Financial Services Advisor (DFSA) designation in Canada (excluding Quebec) offered through Canadian Securities Institute (e.g., Personal Financial Service Advice and Financial Planning I).
• Completed Certificate of Achievement – Personal Finance in Quebec, offered through Canadian Securities Institute, including Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec.
• 2‑3 years of proven sales experience in the financial services industry, handling credit and investments.
• Demonstrated ability to build trust and maintain long‑term client relationships.
• Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.).

• Second language skill.
• Active in developing a solid network in the local community.

• Career development and top‑notch sales coaching to take your career to the next level.
• Competitive salary, annual bonus, and recognition programs that reward top performance.
• Strong suite of tools, including emerging digital capabilities to enhance your competitive edge.
• Opportunity to represent Canada’s leading financial services brand in your community.

• Advice Based Solutions
• Client Centricity
• Client Discovery
• Communication
• Critical Thinking
• Curious Mindset
• Data Analysis
• Digital Literacy

• Address: 405 BAYFIELD ST:
  
  BARRIE
• City:
  Barrie
• Country:
  Canada
• Work hours/week: 37.5
• Employment Type:
  
  Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular – Trainee (Trainee)
• Pay Type:
  
  Salaried
• Posted Date: 2026‑02‑06
• Final date to receive applications: 2026‑02‑27

RBC is an equal‑opportunity employer that embraces an inclusive workplace and supports diversity, equity, and belonging for all employees.