- 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, solutions and proactively resolve client concerns at first point of contact
- Use your own advice 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 solutions recommended are appropriate for client needs and financial circumstances
- Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their 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 experts to ensure clients receive customized and relevant expert advice
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
- Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
- 1-2 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 (i.e., 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 capability to enhance your competitive edge
- Opportunity to represent Canada's leading financial services brand in your community
-
Financial Advisor
Found in: Jooble CA O C2 - 3 days ago
Sun Life Financial Barrie, ON, CanadaApply locations Barrie, Ontario time type Full time posted on Posted 18 Days Ago job requisition id JR You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with y ...
-
Financial Planning Advisor
Found in: Jooble CA O C2 - 4 days ago
Banque Nationale du Canada Barrie, ON, CanadaAdvisory services, Personal banking · Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. You can join ...
-
sun life financial advisor
Found in: Jooble CA O C2 - 3 days ago
Sun Life Financial Barrie, ON, CanadaSUN LIFE FINANCIAL ADVISOR page is loaded · SUN LIFE FINANCIAL ADVISOR · Apply locations Barrie, Ontario time type Full time posted on Posted 18 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empow ...
-
sun life financial advisor
Found in: Talent CA C2 - 4 days ago
Sun Life Barrie, Canada Full timeJob Description · : Req#JR FC029Barrie · What's holding you back from building your own business? · Take control of your life and determine your own success. Enjoy financial independence and work life balance. · As a Sun Life advisor, you'll receive exceptional training and suppo ...
-
Senior Team Manager
Found in: Jooble CA O C2 - 4 days ago
Canadian Imperial Bank of Commerce Barrie, ON, CanadaSenior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded Senior Manager & Team Lead, Business Banking - York & Lakeside Market · Apply locations Barrie, ON time type Full time posted on Posted 8 Days Ago job requisition id We're building a relationshi ...
-
Job Opportunities
Found in: Jooble CA O C2 - 4 days ago
TD Bank Barrie, ON, CanadaJob Description: · Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Financial Advisor and demon ...
-
Licensed Administrative Assistant
Found in: Jooble CA O C2 - 17 hours ago
Raymond James Financial Barrie, ON, CanadaJob Description - Licensed Administrative Assistant · Licensed Administrative Assistant · Raymond James Ltd. is seeking an experienced and licensed Administrative Assistant to work in our Barrie, Bayfield office. Raymond James Ltd. is one of Canada's leading full-service indepe ...
-
Administrative Assistant
Found in: Jooble CA O C2 - 4 days ago
Canadian Imperial Bank of Commerce Barrie, ON, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Senior Manager
Found in: Jooble CA O C2 - 4 days ago
Canadian Imperial Bank of Commerce Barrie, ON, CanadaSenior Manager & Team Lead, Business Banking - York & Lakeside Market page is loaded · Senior Manager & Team Lead, Business Banking - York & Lakeside Market · Apply locations Barrie, ON time type Full time posted on Posted 8 Days Ago job requisition id We're building a relatio ...
-
Associate Financial Consultant
Found in: Jooble CA O C2 - 3 days ago
Raymond James Financial Barrie, ON, CanadaRaymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada's leading full-service independent investment dealers offering high-quality investment products and services to Canadians s ...
-
Investment Advisor
Found in: Talent CA C2 - 6 days ago
0000050599 RBC Dominion Securities Inc. Barrie, Canada Full timeJob Description · Your Path can lead to RBC Do you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interes ...
-
Investment Advisor
Found in: Talent CA C2 - 1 week ago
Royal Bank of Canada BARRIE, Canada Full timeJob Summary · Job Description · Your Path can lead to RBC · Do you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? · RBC Dominion Securities is looking for individua ...
-
Investment Advisor
Found in: Talent CA C2 - 5 days ago
0000050599 RBC Dominion Securities Inc. Barrie, Canada Full timeJob Description · Your Path can lead to RBC Do you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interes ...
-
Investment Advisor
Found in: Talent CA C2 - 5 days ago
Royal Bank of Canada> Barrie, CanadaJob Summary · Job Description · Your Path can lead to RBC · Do you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? · RBC Dominion Securities is looking for individua ...
-
Donor Relations Assistant
Found in: Talent CA C2 - 6 days ago
Royal Victoria Regional Health Centre Barrie, Canada Full timeThe Royal Victoria Regional Health Centre Foundation (RVHF) is proud, through donor gifts, to support exceptional patient care at RVH. We recently began a $100 million fundraising campaign that will support RVH's plan to expand, including doubling the size of our current locati ...
-
Investment Advisor
Found in: Jobgoal CA C2 - 3 weeks ago
Royal Bank of Canada MIDLAND, Canada Full timeJob Summary · Job Description · Grow your business, your way – with RBC · As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the train ...
-
Associate
Found in: Talent CA C2 - 1 week ago
Royal Bank of Canada NEWMARKET, Canada Full timeJob Summary · What is the opportunity? · The RBC Dominion Securities branch located in Newmarket/Aurora is seeking an Associate to provide administrative support to our Investment Advisors. You will provide quality client service and help deepen relationships with existing clien ...
-
Senior Advisor
Found in: Talent CA C2 - 3 days ago
Desjardins Aurora, CanadaAs a senior risk management advisor in Desjardins Group's property and casualty insurance sector, you're part of a team of experienced professionals responsible for sound risk management by assisting in the supervision, analysis, prevention and monitoring of risks. As expert advi ...
-
Financial Analyst
Found in: Talent CA C2 - 6 days ago
Southlake Regional Health Centre Newmarket, Canada Permanent Full timeWe deliver a wide range of healthcare services to the communities of northern York Region and southern Simcoe County. Our advanced regional programs include Cancer Care and Cardiac Care and serve a broader population across the northern GTA and into Simcoe-Muskoka. Our team of n ...
-
Client Advisor
Found in: Talent CA C2 - 5 days ago
Royal Bank of Canada> Newmarket, CanadaJob Summary · Job Description · Client Advisor - Greater Toronto Area · **Please Note: we are hiring multiple candidates for this position across Greater Toronto Region. You will be required to be fully available to work during RBC's retail branch hours of operation, including ex ...
Financial Advisor - BARRIE, Canada - Royal Bank of Canada
Description
Job Summary
Job Description
What is the opportunity?
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.
What will you do?
What do you need to succeed?
Must-have
Nice-to-have
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job Details
Address:
99 MAPLEVIEW DR W:BARRIECity:
BARRIECountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at