Branch Leadership Personal Financial Advisor (Trinity)

Branch Leadership Personal Financial Advisor (Trinity)

07 Nov
|
RBC
|
Trinity

07 Nov

RBC

Trinity

Combine branch leadership with personal financial advice at RBC, serving clients across everyday banking, investments, and credit. Work full time in Trinity.

This Branch Manager Advisor role balances client-facing Financial Advisor work with responsibility for retail branch performance. You will lead teams, acquire recent clients, deepen relationships, and deliver advice for complex personal and business needs. RBC’s capabilities support appropriate solutions for client circumstances.

Key Responsibilities:

- Lead teams toward exceptional client experiences
- Engage clients inside and outside the branch
- Model teamwork and complex advice behaviors
- Connect locally with clients and community influencers
- Coach employees through proficiency levels

Requirements:

- Mutual Funds accreditation through recognized Canadian programs
- Branch Compliance Officer course completion or timely exam completion
- Entrepreneurial approach to business acquisition
- Three years of people management experience preferred
- DFSA or Quebec Personal Finance certificate preferred

Use personal banking expertise, investment knowledge, and leadership capability to strengthen RBC client relationships and branch performance in Trinity.

📌 Branch Leadership Personal Financial Advisor (Trinity)
🏢 RBC
📍 Trinity

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