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Financial Advisor
2 months ago
As a Financial Advisor at RBC, you will attract, nurture, and grow relationships with high-value clients, providing proactive advice and collaborating with partners to help clients achieve their goals.
Key Responsibilities:
- Consistently demonstrate empathy and understanding in interactions with colleagues and clients
- Communicate effectively to uncover client needs and deliver client-centric advice
- Use expertise to meet clients' entire suite of financial needs, both personal and business
- Provide professional advice and education on complex credit and investments
- Champion digital enablement and educate clients to self-serve
- Make good use of technology to connect with clients virtually and face-to-face
- Implement effective contact and relationship building strategies
- Collaborate with market-leading professionals to ensure clients receive customized advice
Requirements:
- Valid Mutual Funds accreditation
- Completed Designated Financial Services Advisor (DFSA) designation or equivalent
- 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 to enhance your competitive edge
- Opportunity to represent Canada's leading financial services brand
Job Skills:
- Advice Based Solutions
- Client Centricity
- Client Discovery
- Communication
- Critical Thinking
- Curiosity
- Data Analysis
- Digital Literacy
About RBC:
RBC is a leading financial services brand in Canada, committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.