Branch Leadership Personal Financial Advisor Trinity

Branch Leadership Personal Financial Advisor Trinity

09 Nov
|
RBC
|
Trinity

09 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 current 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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