Description
As an RBC Financial Advisor, you will build and grow relationships with high-value personal and small business clients by providing proactive and professional advice. You will collaborate with RBC partners to help clients achieve their financial goals and navigate key life events. This role requires expertise in everyday banking, investments, and credit, allowing you to address both complex personal and business financial needs.
What We're Looking For
Consistently demonstrate empathy, kindness, and understanding in client interactions.,Communicate effectively to identify client needs and proactively resolve concerns.,Utilize personal advice capabilities and RBC partner expertise to meet all client financial needs.,Provide professional advice on complex credit and investments, ensuring solutions are appropriate for client needs.,Champion digital enablement by educating clients on self-serve options and encouraging digital interactions.,Implement effective contact and relationship-building strategies for client acquisition and retention in the local community.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts.
Ideal Candidate
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).,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.,Nice-to-have: Active in developing a solid network in the local community.
Minimum Education
Specialized Certification (Mutual Funds accreditation, DFSA/Certificate of Achievement – Personal Finance)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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