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
Requirements:
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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