As an RBC Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small business clients. This involves providing proactive, professional advice, collaborating with RBC partners to help clients achieve their financial goals and navigate key life events. The role requires expertise in everyday banking, investments, and credit, with the ability to offer comprehensive advice for both complex personal and business needs. Multiple candidates are being hired for various branch locations within North York and Scarborough, requiring full availability during retail branch hours, including extended evenings and Sundays.
Consistently demonstrate empathy, kindness, and understand client circumstances and concerns.,Communicate effectively to uncover client needs and deliver client-centric advice and solutions.,Proactively resolve client concerns at the first point of contact.,Utilize personal advice capabilities and leverage RBC partners to meet the client's full range of financial needs.,Provide professional advice and education, addressing complex credit and investments appropriate for client needs.,Champion digital enablement by educating clients to self-serve and encourage digital interactions.,Make effective use of technology for virtual and face-to-face client connections.,Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention in the local community.,Collaborate with financial planning, retirement planning, mortgage, and business banking experts.,Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).,Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (e.g., Personal Financial Service Advice and Financial Planning I).,1-2 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 (smartphones, tablets, laptops, etc.).
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course),Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course); Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
37.5 hours/week, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable
Required to be fully available to work during RBC's retail branch hours of operation, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable.,If DFSA designation is not completed, will be hired in a 'Financial Intern' position.
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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