Description
As an RBC Financial Advisor, you attract, nurture, and grow relationships with high-value personal and small business clients by adding value in the moments that matter to them.
You provide clients with proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and key life events.
Responsibilities
- Communicate with clients to learn about their needs and help them achieve their goals
- Provide professional advice and education on complex credit and investment needs
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking
- Leverage technology to deliver exceptional client experiences and drive sales and retention
- Proactively resolve and prevent client banking problems
- Implement contact and relationship-building strategies to support new client acquisition
- Educate clients on RBC products and services, including digital banking
Requirements
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Certificate in Financial Services Advice
- 2-3 years of proven sales experience in the financial services industry
- Demonstrated ability to build trust and maintain long-term client relationships
- Digital literacy across various devices
Nice to Have
- Fluency in a second language
- Active involvement in the local community
What's in it for You?
- Career development and top-notch sales coaching
- Competitive salary, annual bonus, and recognition programs
- Strong suite of tools, including emerging digital capabilities
- Opportunity to represent Canada's leading financial services brand
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