Financial Advisor
Description
The Financial Advisor at RBC is responsible for attracting, nurturing, and growing relationships with high-value personal and small business clients. This involves providing proactive, professional advice on everyday banking, investments, and credit, collaborating with RBC partners to help clients achieve their financial goals, resolving client concerns, and promoting digital self-service options. The role requires fulfilling a robust advice experience for both complex personal and business needs.
What We're Looking For
Demonstrate empathy, kindness, and understanding in all interactions.,Effectively communicate to uncover client needs and deliver client-centric advice.,Utilize personal advice capabilities and RBC ecosystem partners to meet client's full range of financial needs.,Provide professional advice and education on complex credit and investments, ensuring solutions are appropriate for client needs and financial circumstances.,Champion digital enablement by educating clients to self-serve 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.
Ideal Candidate
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).,For 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).,For 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).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Successful candidates will work Tuesday to Saturday in one of the Fredericton Area Branches. Flexibility is required.
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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