Financial Advisor
Description
As an RBC Financial Advisor, you are responsible for attracting, nurturing, and growing relationships with high-value personal and small business clients. This role involves providing proactive, professional advice on everyday banking, investments, and credit, and collaborating with RBC partners to assist clients with their financial goals and life events. The advisor acts as an expert in various financial areas, fulfilling robust advice experiences for complex personal and business needs. The position emphasizes digital enablement, client education for self-service, and implementing strategies for new client acquisition and retention within the local community.
What We're Looking For
Consistently demonstrate empathy, kindness, and understanding in all interactions.,Communicate effectively to uncover client needs and deliver client-centric advice and solutions.,Proactively resolve client concerns at the first point of contact.,Utilize personal advice capabilities and the RBC ecosystem to meet clients' full financial needs.,Provide professional advice and education on complex credit and investments, ensuring solutions are appropriate for client needs.,Champion digital enablement by educating clients to self-serve and encouraging digital interactions.,Implement effective contact and relationship-building strategies for client acquisition and retention.,Collaborate with market-leading professionals in financial 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 (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, handling 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).,Second language skill (nice-to-have).,Active in developing a solid network in the local community (nice-to-have).
Minimum Education
Professional accreditations and certifications (Mutual Funds accreditation, Designated Financial Services Advisor (DFSA) designation, 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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