Description
As an RBC Financial Advisor, you will build and maintain relationships with high-value personal and small business clients, offering proactive, professional advice on everyday banking, investments, and credit. You will collaborate with RBC partners to help clients achieve their financial goals and navigate key life events.
What We're Looking For
Demonstrate empathy and understanding in client interactions.,Communicate effectively to uncover client needs and provide solutions.,Utilize RBC ecosystem partners to address full range of client financial needs.,Provide professional advice on complex credit and investments.,Champion digital enablement by educating clients on self-service and digital interactions.,Implement strategies for new client acquisition and retention in the local community.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts.
Ideal Candidate
Must-have:,Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course),Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e., Personal Financial Service Advice and Financial Planning I),Quebec: Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., 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 (e.g., smartphones, tablets, laptops),Nice-to-have:,Second language skill,Active in developing a solid network in the local community
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Active in developing a solid network in the local community.
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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