Rbc
Financial Services
FinancialAdvisor
“Financial Advisor at Rbc. Skills: Sales experience, Client relationships, 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), Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i. e. Personal Financial Service Advice and Financial Planning I), Quebec – 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
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; Proactively resolve client concerns
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