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Financial Planning Advisor

3 months ago

Toronto, Ontario, Canada Royal Bank Of Canada Full time

You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events.

Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.

Communicate with clients to learn about their needs and help them achieve their goals
Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
Proactively take ownership of resolving and preventing client's banking problems
Implement contact and relationship building strategies, and support new client acquisition in local community
Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
~ Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
~2-3 years of proven sales experience in the financial services industry, handling credit and investments
~ Digital literacy across a broad range of devices (i.e., BILINGUAL MANDARIN AND ENGLISH IS MANDATORY

Active in the local community, developing a solid network in the local community

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Competitive salary, annual bonus, and recognition programs that reward top performance
Strong suite of tools, including emerging digital capability to enhance your competitive edge
Opportunity to represent Canada's leading financial services brand in your community

Full time Platform:
Personal and

Commercial Banking Job Type:
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.