Rbc
Financial Services
FinancialAdvisor
“Financial Advisor at Rbc. Skills: Sales Experience, Client Relationships, Financial Advice. Attract, nurture, and grow relationships with clients. 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, 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 relationships with clients
Collaborate with RBC partners to help clients
Fulfill on a robust Advice Experience
Communicate effectively to uncover client needs
Deliver client centric advice and solutions
Proactively resolve client concerns
Use advice capabilities to meet client needs
Provide professional advice and education
Address complex credit and investments
Champion digital enablement
Educate clients to self-serve
Connect with clients virtually and face to face
Implement contact and relationship building strategies
Accelerate new client acquisition and retention
Collaborate with professionals in financial planning
Ensure clients receive customized advice
How You'll Work.
Team & Collaboration
Collaborate with RBC partners; Collaborate with market-leading professionals
Communication Scope
Communicate effectively
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