As an RBC Financial Advisor, you will build and maintain relationships with personal and small business clients. This role involves providing proactive, professional advice on everyday banking, investments, and credit, collaborating with RBC partners to help clients achieve their goals and manage key life events. You will leverage technology to connect with clients and implement strategies for new client acquisition and retention within the local community.
Consistently demonstrate empathy, kindness, and understanding in all interactions.,Effectively communicate to uncover client needs, deliver client-centric advice, and resolve concerns.,Utilize personal advice capabilities and the RBC ecosystem to meet clients' full range of financial needs.,Provide professional advice and education on complex credit and investments, ensuring appropriate solutions.,Champion digital enablement, educating clients to self-serve and encouraging digital interaction.,Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention.,Collaborate with market-leading professionals in financial planning, mortgages, and business banking.
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).,Designated Financial Services Advisor (DFSA) designation (for Canada, excluding Quebec) OR Certificate of Achievement – Personal Finance (for 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).
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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