Financial Advisor

Attract, nurture, and grow relationships with high-value personal and small business clients.,Provide proactive, professional advice on everyday banking, investments, and credit.,Collaborate with RBC partners to assist clients with their goals and key life events.,Fulfill on a robust Advice Experience for both complex personal and business needs.,Demonstrate empathy and kindness in all interactions.,Communicate effectively to uncover client needs and proactively resolve concerns.,Utilize advice capabilities and RBC ecosystem partners to meet clients' financial needs.,Provide professional advice and education on complex credit and investments.,Champion digital enablement by educating clients to self-serve and encouraging digital interactions.,Implement effective contact and relationship-building strategies for client acquisition and retention.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts.,Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).,Completed Designated Financial Services Advisor (DFSA) designation (for Canada excluding Quebec) or Certificate of Achievement – Personal Finance (for 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.

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