Description
As an RBC Financial Advisor, you attract, nurture, and grow relationships with high-value personal and small business clients, adding value in 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:
- Consistently demonstrate empathy, kindness, and understanding in 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
- 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
Requirements:
- 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
- Demonstrated ability to build trust and maintain long-term client relationships
- Digital literacy across a broad range of devices
- Bilingualism (English and French) required
Nice-to-have:
- Active in developing a solid network in the local community
Benefits:
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- World-class training program in financial services
- Excellent career development and access to a variety of job opportunities
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team