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Financial Advisor

7 months ago

Hamilton, Canada Royal Bank of Canada Full time

**Job Summary**
- You are a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs
- You leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s entire suite of financial needs. You make effective use of Discovery Experiences to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
- You have strong client contact routines that build your calendar proactively, integrate consistent retention and anchoring activities to help you achieve greater productivity
- You leverage your expertise to acquire and grow your client base through regular contact aligned to key life events
- You acquire, nurture, retain and grow client relationships, in collaboration with One RBC Partners, to deliver on client needs both virtually and face-to-face
- You enable and educate our clients by leading with advice and serving through digital and by leading as a Digital Ambassador who keeps current on technology by building your Digital IQ
- You are a leader within the team and role model excellence in client experience, mentor other advisors and is a leadership delegate when the branch leader is unavailable

**Deliver an Exceptional Client Experience**
- Deliver an exceptional client experience (NPS) that ensures client needs are met
- Champion digital enablement by proactively educating our clients to self-serve while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice

**Acquire and Deepen Client Relationships**
- Understand the growth opportunity in your market and what you need to do to capture it
- Deliver business volume growth through new client acquisition as well as growing and deepening existing client relationships
- Provide increasingly complex everyday banking, investment and credit advice for both personal and business clients
- Maximize client interactions through proactive appointment bookings (virtual and face-to-face), In the Moment advice and service, effective use of Discovery Experiences and increased mobility where possible
- Adopt consistent follow up and practice management routines to identify and provide client centric advice and solutions Winning as One RBC
- Demonstrate One RBC partnering with an emphasis on teamwork to meet our client’s needs by introducing them to the right partner in our ecosystem at the right time
- Contribute to a culture of collective team success and take personal accountability for your own elevated contribution to win as a team
- Demonstrate leadership through increased emphasis on peer-mentoring, assisting other advisors, sharing best practices, Mutual Fund Compliance (where applicable) and Manager Delegate capability (where applicable)

**External Orientation**
- Demonstrate flexibility inside RBC Locations and in the community to better enable client contact and market coverage

**Leading with a Growth and Inclusion Mindset**
- A role model, coach and champion for our Leadership Model who speaks up for and about inclusion, creates the conditions where colleagues and clients’ uniqueness is valued and appreciated
- Leads with a growth mindset, focusing on what’s possible to maximize client acquisition, growth and deliver an exceptional client experience
- Embraces an environment of continuous learning through proactively seeking knowledge and skills to be part of a change ready workforce
- Maintains proficiency and accreditation requirements of the FA role and continues to build proficiency to achieve future career goals (refer to section 1C), leveraging the development item within **Workday**:

- Develops digital savviness and proficiency across multiple devices and platforms by completing regular upskilling activities and modules

**Doing What’s Right - Managing Risk and Operational Effectiveness**
- You lead with discovery and advice solutions that are appropriate for client needs and financial circumstances.
- Makes appropriate contact, engages in deep discovery to understand client needs, provide advice on appropriate solutions, and receive and document consent
- Gets work right the first time and takes appropriate action to close gaps identified through operational, credit effectiveness, DLA adherence, compliance reviews and reporting
- Prices business and collect fees maintaining a balance of results, client profitability and relationship building, while adhering to client pricing policies to reflect prevailing RVR, Pricing authorities rates commitment and reset policies.
- Takes required measures to protect client information, and is respectful of client data privacy and preferences and obtains client consent when changing them
- Takes ownership and resolves client concerns promptly at first point of