Description
As an RBC Financial Advisor, you will build and maintain relationships with high-value personal and small business clients. You will provide professional financial advice, collaborating with RBC partners to help clients achieve their goals. This role requires expertise in everyday banking, investments, and credit, allowing you to address complex personal and business financial needs.
What We're Looking For
Consistently demonstrate empathy, kindness, and understanding in all interactions.
Communicate effectively to uncover client needs, deliver advice, and proactively resolve concerns.
Utilize personal advice capabilities and leverage RBC partner expertise to meet all client financial needs.
Provide professional advice and education on complex credit and investments, ensuring appropriate solutions for client needs.
Champion digital enablement by educating clients to self-serve and encouraging digital interactions.
Use technology to connect with clients virtually and face-to-face.
Implement effective contact and relationship-building strategies for new client acquisition and retention.
Collaborate with financial planning, retirement planning, mortgages, and business banking experts.
Ideal Candidate
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
Quebec – Completed Certificate of Achievement – Personal Finance (Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
Demonstrated ability to build trust and maintain long-term client relationships
Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.)
Active in developing a solid network in the local community (Nice-to-have)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to travel or work from any RBC location listed in the 'Job Available at Other Locations' section.
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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