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Financial Advisor

2 months ago

Westlock, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.

Key Responsibilities
  • Provide proactive, professional advice to clients and collaborate with RBC partners to help clients achieve their goals and navigate key life events.
  • Develop and implement effective contact and relationship building strategies to accelerate new client acquisition and retention in your local community.
  • Use your expertise in everyday banking, investments, and credit to deliver a robust Advice Experience that meets the complex needs of personal and business clients.
  • Communicate effectively with clients to uncover their needs, deliver client-centric advice, and proactively resolve client concerns.
  • Champion digital enablement by educating clients to self-serve and leveraging technology to connect with clients virtually and face-to-face.
Requirements
  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
  • 23 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
What We Offer
  • Career development and top-notch sales coaching to take your career to the next level
  • Competitive salary, annual bonus, and recognition programs that reward top performance
  • Strong suite of tools, including emerging digital capability to enhance your competitive edge
  • Opportunity to represent Canada's leading financial services brand in your community
Job Skills
  • Advice Based Solutions
  • Client Centricity
  • Client Discovery
  • Communication
  • Critical Thinking
  • Curiosity
  • Data Analysis
  • Digital Literacy