Guide personal and small business clients as an RBC Financial Advisor in Guelph, using expertise across investments, credit, and everyday banking. Build trusted relationships through professional advice and digital service.
This full time Financial Advisor serves high-value clients through proactive, client-centric advice. You will address complex personal and business needs, support goals and key life events, and collaborate with RBC partners. The position requires financial services sales experience and relevant accreditation.
Key Responsibilities:
- Attract, nurture, and grow personal and small business relationships
- Uncover needs and provide appropriate advice and solutions
- Address complex credit and investment needs professionally
- Educate clients on digital self-service and channel choices
- Collaborate with financial planning, mortgage, and business banking professionals
Requirements:
- Valid Mutual Funds accreditation
- Completed DFSA designation outside Quebec
- Completed Certificate of Achievement in Personal Finance in Quebec
- Two to three years financial services sales experience
- Digital literacy across smartphones, tablets, and laptops
Bring empathy, communication, and financial expertise to RBC clients while building lasting relationships in Guelph.
📌 RBC Financial Advisor Guelph
🏢 RBC
📍 Guelph