Financial Services Professional

1 month ago


Campbell River, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

As a Financial Advisor at Royal Bank of Canada, you will be responsible for building and maintaining relationships with high-value clients, providing them with proactive and professional advice, and collaborating with RBC partners to help them achieve their financial goals.

Key Responsibilities
  • Consistently demonstrate empathy and understanding in all interactions with clients and colleagues
  • Communicate effectively to uncover client needs and deliver client-centric advice and solutions
  • Use your expertise and the resources of the RBC ecosystem to meet clients' financial needs
  • Provide professional advice and education on complex credit and investments
  • Champion digital enablement and educate clients on self-service options
  • Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention
  • Collaborate with market-leading professionals to ensure clients receive customized and relevant 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 range of devices
What We Offer
  • Career development and top-notch sales coaching
  • Competitive salary, annual bonus, and recognition programs
  • Strong suite of tools and emerging digital capabilities
  • Opportunity to represent Canada's leading financial services brand
About RBC

RBC is committed to supporting flexible work arrangements and creating an inclusive and equitable workplace for our employees. We strive to provide an accessible candidate experience and welcome applications from diverse candidates.



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