Wealth Management Consultant

4 weeks ago

Orangeville, Ontario, Canada Royal Bank of Canada> Full time

Position Overview

What is the opportunity?

As a Financial Advisor at RBC, you will play a crucial role in establishing and nurturing relationships with our esteemed personal and small business clients. Your focus will be on delivering exceptional value during pivotal moments in their financial journeys. You will provide insightful, proactive advice and collaborate with RBC partners to assist clients in achieving their financial aspirations and navigating significant life events.

Key Responsibilities

  • Exhibit empathy and understanding in all interactions with clients and colleagues, taking the time to comprehend their unique circumstances and motivations.
  • Effectively communicate to identify client needs, delivering tailored advice and solutions while addressing concerns promptly.
  • Utilize your advisory skills and leverage the expertise of RBC partners to meet the comprehensive financial needs of clients, both personal and business-related.
  • Offer professional guidance and education, particularly in complex areas such as credit and investments, ensuring that recommended solutions align with client needs and financial situations.
  • Promote digital engagement by educating clients on self-service options while prioritizing personalized advice and encouraging preferred communication channels.
  • Employ technology to connect with clients through virtual and in-person interactions.
  • Develop and implement effective strategies for building relationships and acquiring new clients within your community.
  • Collaborate with top professionals in financial planning, retirement strategies, mortgages, and business banking to provide clients with customized expert advice.

Qualifications for Success

Essential Requirements

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
  • Completion of the Designated Financial Services Advisor (DFSA) designation for Canada (excluding Quebec) or the Certificate of Achievement in Personal Finance for Quebec.
  • A minimum of 2-3 years of demonstrated sales experience in the financial services sector, with a focus on credit and investments.
  • Proven ability to cultivate trust and maintain long-term client relationships.
  • Proficiency in digital tools across various devices (smartphones, tablets, laptops, etc.).

Preferred Qualifications

  • Proficiency in a second language.
  • Active involvement in building a strong local network.

What We Offer

At RBC, we are committed to fostering an environment that encourages growth, collaboration, and community impact. We prioritize each other’s success and strive to make a positive difference in our communities.

  • Opportunities for career advancement and exceptional sales coaching to elevate your professional journey.
  • Competitive compensation, annual bonuses, and recognition programs that celebrate outstanding performance.
  • A comprehensive suite of tools, including advanced digital capabilities to enhance your competitive advantage.
  • The chance to represent a leading financial services brand within your community.

RBC is dedicated to supporting flexible work arrangements whenever feasible. Details will be discussed with the Hiring Manager.

Commitment to Diversity and Inclusion

At RBC, we value diversity and inclusion as essential components of innovation and growth. We are committed to creating inclusive teams and an equitable workplace where all employees can express their authentic selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.

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