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Financial Services Advisor
2 months ago
As a Financial Services Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional client experiences and driving business growth. This exciting opportunity calls on your expertise in client-focused advice and natural problem-solving skills to maximize each client interaction.
Key Responsibilities- Proactively engage with clients to understand their banking needs and provide expert advice and guidance.
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive sales.
- Respond to client-initiated contact, assisting with a full range of financial transactions and resolving client banking problems.
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I) to qualify as Financial Advisor
- Goal-oriented individual with a demonstrated passion for putting clients first.
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high-performing team, as well as world-class tools and training
