Talent.com
Financial Advisor
Financial AdvisorRoyal Bank of Canada> • BARRIE, Canada
No longer accepting applications
Financial Advisor

Financial Advisor

Royal Bank of Canada> • BARRIE, Canada
30+ days ago
Job type
  • Full-time
Job description

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?

  • 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

What do you need to succeed?

Must-have

  • 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)
  • 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 (i.e., smartphones, tablets, laptops, etc.)

Nice-to-have

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

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.

  • 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

Job Skills

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

Additional Job Details

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:

2026-02-24

Application Deadline:

2026-03-10

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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 jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Create a job alert for this search

Financial Advisor • BARRIE, Canada

Similar jobs
Associate Financial Planner & Advisor - Wealth Strategy

Associate Financial Planner & Advisor - Wealth Strategy

Raymond James Financial • Barrie, Canada, CA
Full-time
Financial Planner role focused on client relationships, investment sales, and business development within the mass affluent market.Show more
Last updated: 15 days ago • Promoted
Senior Life Underwriter - Empire Life

Senior Life Underwriter - Empire Life

Empire Life • barrie, on, ca
Full-time +2
Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $78,698 - $125,350.This TTC range is applicable to permanent roles only; fixed-t...Show more
Last updated: 30+ days ago • Promoted
Coordinator, Advocacy - Cystic Fibrosis Canada / Fibrose kystique Canada

Coordinator, Advocacy - Cystic Fibrosis Canada / Fibrose kystique Canada

Cystic Fibrosis Canada / Fibrose kystique Canada • barrie, on, ca
Full-time +1
Full-Time - 12-month contract – Existing position.Anywhere in Canada, preference for Quebec, Toronto or Calgary.We are committed to a human-centered recruitment process and.Cystic Fibrosis Canada i...Show more
Last updated: 30+ days ago • Promoted
Senior Financial Analyst, Global Financial Operations

Senior Financial Analyst, Global Financial Operations

Vaco by Highspring • King City, ON, CA
Permanent
Our client is a large global investment management company.They are looking for a Senior Financial Analyst, Global Financial Operations to join their team!.Great opportunities for growth.Fantastic ...Show more
Last updated: 7 days ago • Promoted
Salesforce FSC Developer

Salesforce FSC Developer

Xaxis Solutions • barrie, on, ca
Full-time
We are seeking a skilled Salesforce Financial Services Cloud FSC Developer to design develop and implement scalable Salesforce solutions for financial services use cases The ideal candidate will ha...Show more
Last updated: 13 days ago • Promoted
Financial Solutions Advisor – Loans

Financial Solutions Advisor – Loans

Fairstone • Barrie
Full-time +1
A leading Canadian lending solutions provider seeks a Loan Consultant based in Barrie, Ontario.The role involves actively promoting loan products, managing the sales process from application to clo...Show more
Last updated: 25 days ago • Promoted
Resident Advisor

Resident Advisor

Campus Living Centres • Barrie, Ontario, Canada
Full-time
Career Opportunities with Campus Living Centres.Careers At Campus Living Centres.Current job opportunities are posted here as they become available.The Resident Advisor (RA) is a hired student lead...Show more
Last updated: 21 days ago • Promoted
Personal Banking & Financial Solutions Advisor

Personal Banking & Financial Solutions Advisor

BMO Financial Group • Central Ontario
Full-time
A leading financial services firm located in Orillia, Ontario is seeking a Retail Banking Sales & Service representative.This role involves delivering exceptional service to customers, providing pe...Show more
Last updated: 2 days ago • Promoted
Personal Support Worker (PSW)

Personal Support Worker (PSW)

CarePartners • Medonte, Oro, ON, CA
Full-time
Are you proud to contribute your skills to delivering quality health care? PSWs are an integral part of a health care team, and in this role, you will encourage, support, and promote independence f...Show more
Last updated: 30+ days ago • Promoted
CA Financial Advisor

CA Financial Advisor

Edward Jones • Vaughan
Full-time
Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500¹ company where people come first.With over 9 million clients and 20,000 financial advisors across th...Show more
Last updated: 23 days ago • Promoted
Associate Financial Planner & Advisor - Wealth Strategy

Associate Financial Planner & Advisor - Wealth Strategy

Raymond James Ltd. • Barrie
Full-time
A leading financial services firm in Barrie is seeking an experienced Associate Advisor/Associate Portfolio Manager.Responsibilities include client report preparation, financial planning support, a...Show more
Last updated: 30+ days ago • Promoted
Senior Financial Analyst

Senior Financial Analyst

The Mason Group Inc • bolton, ontario, Canada
Full-time +1
This is an SFA role with our client, a high profile leading North American freight and logistics company, publicly traded and very active in completing acquisitions.They are rapidly growing and loo...Show more
Last updated: 30+ days ago • Promoted
Bilingual Mechanical Claims Adjuster - Sym-Tech Dealer Services

Bilingual Mechanical Claims Adjuster - Sym-Tech Dealer Services

Sym-Tech Dealer Services • barrie, on, ca
Full-time
Celebrating 54 years of growth, Sym-Tech is a leading finance and insurance provider to the retail automotive industry.At-Sym-Tech we are looking for Associates who share our passion for innovation...Show more
Last updated: 7 days ago • Promoted
Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Kassen Recruitment • Bolton, Ontario, Canada
Full-time
A Logistics organization is seeking a Financial Planning and Analysis Manager.This role combines hands-on financial analysis with team leadership, supporting budgeting, forecasting, performance rep...Show more
Last updated: 28 days ago • Promoted
Sun Life Financial Advisor

Sun Life Financial Advisor

Financière Sun Life • Barrie, Canada
Permanent
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.Financial advisors love to build long-term relationships...Show more
Last updated: 13 days ago • Promoted
On-Site Client-Focused Personal Finance Advisor

On-Site Client-Focused Personal Finance Advisor

Desjardins • Oro-Medonte, Canada
Full-time
The work mode arrangement for the position is full‑time on site.Required As a personal finance advisor at Desjardins Ontario Credit Union, you’re responsible for developing and maintaining lasting ...Show more
Last updated: 10 days ago • Promoted
Finance Private Tutoring Jobs Central Foothills

Finance Private Tutoring Jobs Central Foothills

Superprof • Central Foothills, Canada
Full-time +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
Last updated: 30+ days ago • Promoted
Housekeeper Wanted - Housekeeper Wanted In King City, Ontario Competitive Pay At $25/Hour, Join Our Friendly Home!

Housekeeper Wanted - Housekeeper Wanted In King City, Ontario Competitive Pay At $25/Hour, Join Our Friendly Home!

Housekeeper.com • King City, Ontario, Canada
Full-time
Hello, my name is Saba, and I am a homeowner in King City, Ontario.I am currently looking to hire a dedicated and reliable housekeeper to assist with maintaining the cleanliness and tidiness of my ...Show more
Last updated: 2 days ago • Promoted