Financial Advisor
Description
As an RBC Financial Advisor, you will build and grow relationships with high-value personal and small business clients. You will provide professional advice, collaborate with RBC partners, and leverage technology to help clients achieve their financial goals and navigate significant life events, contributing to strong sales and client retention.
What We're Looking For
Communicate with clients to understand their needs and help them achieve goals.,Provide professional advice and education on complex credit and investment needs for personal and business clients.,Collaborate with financial planning, retirement planning, mortgage, and business banking experts.,Utilize technology to enhance client experience and drive sales and retention.,Proactively resolve and prevent client banking problems.,Implement contact and relationship building strategies, and support new client acquisition.,Educate clients on RBC products, services, and digital banking tools.
Ideal Candidate
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).,Completed Certificate in Financial Services Advice (Personal Financial Service Advice and Financial Planning I) through the CSI.,2-3 years of proven sales experience in the financial services industry, specifically handling credit and investments.,Demonstrated ability to build trust and maintain long-term client relationships.,Digital literacy across various devices (smartphones, tablets, laptops).,Nice to Have: Active in the local community, developing a solid network.
Minimum Education
Certificate in Financial Services Advice, Mutual Funds accreditation
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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