Expert Financial Advisor

1 day ago

Brossard, Quebec, Canada Royal Bank of Canada> Full time

Job Summary

As a Financial Advisor at Royal Bank of Canada, you will play a key role in building and maintaining relationships with high-value clients, providing them with expert advice and guidance on their financial needs. You will work closely with clients to understand their goals and objectives, and develop tailored solutions to help them achieve their financial aspirations.

Key Responsibilities

  • Develop and maintain strong relationships with clients, understanding their financial needs and goals

  • Provide expert advice and guidance on financial products and services, including banking, investments, and credit

  • Work closely with clients to develop and implement personalized financial plans, helping them to achieve their financial objectives

  • Collaborate with other RBC professionals to provide comprehensive financial solutions to clients

  • Stay up-to-date with industry trends and developments, and maintain a deep understanding of RBC's products and services

  • Meet or exceed sales and revenue targets, while maintaining a high level of customer satisfaction

Requirements

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

  • Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)

  • 1-2 years of proven sales experience in the financial services industry, handling credit and investments

  • Demonstrated ability to build trust and maintain long-term client relationships

  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

What We Offer

  • Opportunity to work with a leading financial institution and build a successful career in the financial services industry

  • Competitive compensation and benefits package

  • Opportunities for professional development and growth

  • Collaborative and dynamic work environment

  • Recognition and rewards for outstanding performance

Job Skills

  • Client Centricity

  • Communication

  • Critical Thinking

  • Curiosity

Additional Job Details

This is a full-time position, working 37.5 hours per week. The ideal candidate will have a strong understanding of the financial services industry and a proven track record of building and maintaining client relationships. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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