As an RBC Financial Advisor, you will cultivate and expand relationships with high-value personal and small business clients by offering professional advice on everyday banking, investments, and credit. You will collaborate with RBC partners to help clients achieve their financial goals and navigate significant life events, ensuring a comprehensive advice experience for both complex personal and business needs.
Consistently demonstrate empathy and kindness, understanding client circumstances and motivators.,Effectively communicate to identify client needs, provide client-centric advice, and resolve concerns promptly.,Utilize personal expertise and RBC's partner network to address the full spectrum of client financial needs.,Provide professional advice and education on complex credit and investments, ensuring appropriate solutions.,Champion digital enablement by educating clients on self-service and encouraging digital interactions.,Implement effective contact and relationship-building strategies for client acquisition and retention.,Collaborate with experts 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).,2-3 years of proven sales experience in the financial services industry, including credit and investments.,Demonstrated ability to build trust and maintain long-term client relationships.,Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.).
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.
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