Senior Financial Counselor
2 days ago
Coaticook, Quebec, Canada
Royal Bank of Canada
Full time
Job Opportunity:
This role as an RBC Financial Advisor is ideal for individuals who enjoy building long-term relationships with clients and providing expert advice on everyday banking, investments, and credit.
Key Responsibilities:
- Develop and maintain strong relationships with high-value clients, understanding their financial goals and needs.
- Provide proactive, professional advice on a range of financial products and services, including investments and credit.
- Collaborate with RBC partners to deliver comprehensive advice and solutions to clients.
- Maintain up-to-date knowledge of financial products and services to ensure accurate advice and recommendations.
- Communicate effectively with clients, colleagues, and stakeholders to ensure seamless delivery of services.
Requirements:
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
- 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.
- Fluency in both French and English.
What We Offer:
- A dynamic, collaborative, and fast-paced work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
- The chance to make a meaningful difference in the lives of our clients.