Financial Advisor

RRoyal Bank of Canada 32900 S Fraser Way, Abbotsford, BC0

Description

The RBC Financial Advisor role focuses on building and maintaining relationships with high-value personal and small business clients. This involves providing proactive financial advice, collaborating with RBC partners to help clients achieve their financial goals, and offering comprehensive expertise across everyday banking, investments, and credit, addressing both personal and business financial needs.

What We're Looking For

Must have: Valid Mutual Funds accreditation (IFC or CSC); Completed DFSA designation (Canada excluding Quebec) or Certificate of Achievement – Personal Finance (Quebec); 2-3 years of proven sales experience in financial services (credit and investments); Demonstrated ability to build trust and maintain long-term client relationships; Digital literacy.

Ideal Candidate

Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course); Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation (Personal Financial Service Advice and Financial Planning I); Quebec – Completed Certificate of Achievement – Personal Finance (Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec); 2-3 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.

Hard Skills

Advice Based Solutions

Client Discovery

Data Analysis

Digital Literacy

Soft Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Work Hours

37.5 hours/week

Benefits

Career development

top-notch sales coaching

competitive salary

annual bonus

recognition programs

strong suite of tools

opportunity to represent Canada's leading financial services brand.

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.

Purpose-driven

Inclusive

Innovative

Collaborative

Professional

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