Financial Advisor
4 days ago
Job Title: Financial Advisor
Job Summary: As a Financial Advisor at RBC, you will build long-term relationships with high-value clients, providing expert advice and collaborating with partners to help clients achieve their goals.
Key Responsibilities:
- Establish trust with clients and maintain long-term relationships
- Provide expert advice on everyday banking, investments, and credit
- Collaborate with RBC partners to deliver customized solutions
- Communicate effectively to understand client needs and deliver client-centric advice
- Champion digital enablement and educate clients to self-serve
- Implement effective contact and relationship building strategies
- Collaborate with market-leading professionals to ensure clients receive expert 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 We Offer:
- Career development and top-notch sales coaching
- Competitive compensation and recognition programs
- Strong suite of tools, including emerging digital capability
- 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 company that thrives on progressive thinking and collaboration to deliver trusted advice to help clients thrive and communities prosper.
Join Our Team:
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work, tackling issues of inequity and systemic bias to support our diverse talent, clients, and communities.
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