RBC
Financial Services
FinancialAdvisor
“Financial Advisor at RBC. Skills: Client relationships, Financial advice, Sales. Attract, nurture, and grow client relationships. Provide proactive, professional advice”
What You'll Achieve.
Grow relationships with high-value personal and small business clients; Help clients with their goals and key life events; Meet our clients entire suite of financial needs; Ensure solutions recommended are appropriate for client needs and financial circumstances; Accelerate new client acquisition and retention in your local community; Ensure clients receive customized and relevant expert advice
Industry & Context.
Fully available to work during RBC's retail branch hours of operation, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable
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), 1-2 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 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
Communicate effectively to uncover client needs
Deliver client centric advice
Resolve client concerns at first point of contact
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
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
Applying for this Financial Advisor role?
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