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.
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 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
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 in your community