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Wealth Management Consultant

3 months ago

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

Position Overview

What is the opportunity?

As a Financial Advisor at RBC, you will cultivate, develop, and enhance relationships with our esteemed personal and small business clientele, providing them with invaluable insights during critical moments. Your role involves delivering proactive, professional guidance and collaborating 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 circumstances and motivations.
  • Effectively communicate to identify client needs, delivering tailored advice and solutions while addressing concerns promptly.
  • Utilize your advisory skills, along with the expertise of RBC partners, to meet the comprehensive financial needs of clients, both personal and business-related.
  • Provide expert advice and education on complex credit and investment matters, ensuring that the solutions proposed align with client needs and financial situations.
  • Promote digital engagement by educating clients on self-service options while prioritizing personalized advice and encouraging interactions through their preferred channels.
  • Leverage technology to connect with clients, both virtually and in-person.
  • Implement effective strategies for building contacts and relationships that drive new client acquisition and retention within your community.
  • Collaborate with top-tier professionals in financial planning, retirement solutions, mortgages, and business banking to deliver customized and relevant advice to clients.

Qualifications

Essential Requirements

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

Preferred Qualifications

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

Benefits

At RBC, we are committed to fostering an environment that encourages growth, collaboration, and innovation. We value our employees and strive to create a workplace where everyone can thrive.

  • Comprehensive career development and exceptional sales coaching to elevate your professional journey.
  • Competitive compensation package, including annual bonuses and recognition programs for outstanding performance.
  • Access to a robust suite of tools, including cutting-edge digital capabilities to enhance your competitive advantage.
  • Opportunity to represent a leading financial services brand within your community.

Commitment to Inclusion

RBC is dedicated to promoting diversity and inclusion, ensuring that our workplace is equitable and welcoming for all employees. We actively work to address issues of inequity and systemic bias, supporting our diverse talent, clients, and communities.

We also strive to provide an accessible candidate experience for all prospective employees. Please inform us if you require any accommodations during the recruitment process.