As an RBC Financial Advisor, you will build and cultivate relationships with high-value personal and small business clients. This role involves providing proactive, professional advice on everyday banking, investments, and credit, while collaborating with RBC partners to help clients achieve their financial goals. Advisors are expected to leverage digital tools, resolve client concerns, and implement strategies for client acquisition and retention within the local community.
Consistently demonstrate empathy, kindness, and understanding in client interactions.,Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve concerns.,Utilize personal advice capabilities and the RBC ecosystem to meet comprehensive financial needs (personal and business).,Provide professional advice and education on complex credit and investments, ensuring appropriate solutions for client needs and financial circumstances.,Champion digital enablement by educating clients on self-service and encouraging digital interactions.,Implement effective contact and relationship building strategies to accelerate new client acquisition and retention in the local community.,Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking.
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course),For Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation (e.g., Personal Financial Service Advice and Financial Planning I),For Quebec: Completed Certificate of Achievement – Personal Finance (e.g., 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),Nice-to-have: Second language skill,Nice-to-have: Active in developing a solid network in the local community
37.5 hours/week
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.
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.