Personal Financial Advisor
Job in
Barrie, Ontario, A4N, Canada
Listed on 2026-10-26
Listing for:
RBC
Full Time
position Listed on 2026-10-26
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Use empathy, investments expertise, and credit knowledge as an RBC Financial Advisor serving Barrie clients full time.
This Financial Advisor builds relationships with high-value personal and small business clients. You provide proactive advice across everyday banking, investments, and credit. You also collaborate with RBC partners to address complex financial needs and key life events.
Key Responsibilities:- Understand client circumstances, motivators, and concerns empathetically
- Uncover needs and deliver client-centric financial advice
- Address complex credit and investment requirements appropriately
- Educate clients about digital self-service options
- Build relationships supporting acquisition and retention locally
- Valid Mutual Funds accreditation
- Completed DFSA designation outside Quebec
- Completed Quebec personal finance certificate where applicable
- Two to three years financial services sales experience
- Ability to build long-term client trust
Bring client discovery, communication, digital literacy, investments, and credit expertise to RBC’s Barrie financial advisory team.
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