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, ensuring solutions 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
Requirements
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation
- 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 a broad range of devices
Nice to Have
- Second language skill
- Active in developing a solid network 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 capability
- Opportunity to represent Canada's leading financial services brand