Rbc
Financial Services
FinancialAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Advisor at Rbc. Skills: Sales, Client Relationship Management, Financial Advice. Attract, nurture, and grow relationships with high-value personal and small business clients. Provide proactive, professional advice”
What You'll Achieve.
Add value in the moments that matter to clients; Help clients achieve their goals; Create meaningful and memorable client experiences; Contribute to sales and retention; Drive sales and retention
Industry & Context.
Critical Thinking
Must be mobile within the Windsor and surrounding markets
What They're Looking For.
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
Fluency in a second language, Active in the local community, developing a solid network in the local community
What You'll Do.
and grow relationships with high-value personal and small business clients
Collaborate with RBC partners to help clients with their goals and key life events
Contribute to sales and retention
Help clients learn how to bank digitally
Propose investment strategies
Recommend borrowing solutions
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
Leverage technology to deliver on client experience and drive sales and retention
Proactively take ownership of resolving and preventing client’s 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
How You'll Work.
Team & Collaboration
Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
Communication Scope
Communicate with clients; Provide professional advice and education
Full Job Description
**_Job Description_** **** Specific Branch Location is to be determined. Successful incumbent must be mobile within the Windsor and surrounding markets **** **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 child’s 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 client’s 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 Serv
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