Rbc
Financial Services
FinancialAdvisor
“Financial Advisor at Rbc. Skills: Sales, Client Relationship Management, Financial Advice. Attract, nurture, and grow client relationships. Provide proactive, professional advice”
Industry & Context.
Critical Thinking
What They're Looking For.
Must Have
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course), Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i. e. Personal Financial Service Advice and Financial Planning I), Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i. e. 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 (i. e. , smartphones, tablets, laptops, etc. )
Nice to Have
Second language skill, Active in developing a solid network in the local community
What You'll Do.
and grow client relationships
Collaborate with RBC partners to help clients
Fulfill on a robust Advice Experience
Address complex credit and investments
Champion digital enablement
Educate clients to self-serve
Implement effective contact strategies
Accelerate new client acquisition and retention
How You'll Work.
Team & Collaboration
Collaborate with RBC partners; Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts
Communication Scope
Communicate effectively to uncover client needs; Deliver client centric advice; Resolve client concerns at first point of contact
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