Financial Advisor
Financial Advisor
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Job Description
Job Summary
Job Description
What is the opportunity
As an RBC Financial Advisor you attract nurture and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday your expertise will contribute to creating meaningful and memorable client experiences.
What will you do
- Communicate with clients to learn about their needs and help them achieve their goals
- Provide professional advice and education with an ability to address complex credit and investment needs concerning both personal and business needs
- Collaborate with market-leading professionals in financial planning retirement planning mortgages and business banking experts to ensure clients receive customized and targeted expert advice
- Leverage technology to deliver on client experience and drive sales and retention
- Proactively take ownership of resolving and preventing clients banking problems
- Implement contact and relationship building strategies and support new client acquisition in local community
- Educate clients of the features and benefits RBC products and services offer and help clients with digital banking including mobile ATM and online banking
What do you need to succeed
Must-have
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Certificate in Financial Services Advice offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
- 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 (i.e. smartphones tablets laptops etc.)
Nice-to-have
- Active in the local community developing a solid network in the local community
- Fluency in a second language
Whats in it for you
We thrive on the challenge to be our best progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.
- Career development and top-notch sales coaching to take your career to the next level
- Competitive salary annual bonus and recognition programs that reward top performance
- Strong suite of tools including emerging digital capability to enhance your competitive edge
- Opportunity to represent Canadas leading financial services brand in your community
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
