Description
As an RBC Financial Advisor, you attract, nurture, and grow relationships with high-value personal and small business clients, providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals.
You will:
- Consistently demonstrate empathy, kindness, and understanding in all interactions with colleagues and clients
- Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns
- Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet clients' entire suite of financial needs
- Provide professional advice and education on complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
- Champion digital enablement by educating clients to self-serve and leading with advice
- Make good use of technology to connect with clients virtually and face-to-face
- Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized and relevant expert advice
To succeed, you will need:
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute
- 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
In return, you will receive:
- A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation
- A world-class training program in financial services
- Excellent career development and access to a variety of job opportunities across business and geographies
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team