Senior Financial Advisor

2 weeks ago


Dauphin, Manitoba, Canada Royal Bank of Canada> Full time

About the Opportunity

We are seeking a highly motivated and results-driven Senior Financial Advisor to join our team in Dauphin, Manitoba. As a key member of our financial services team, you will be responsible for managing a portfolio of mass affluent clients, providing them with comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and ongoing services.

Key Responsibilities

  • Provide tailor-made financial planning advice and help clients reach their goals using RBC's unparalleled array of investment, credit, and everyday banking solutions
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What You Need to Succeed

  • A Financial Planning Designation (PFP or CFP) is a must-have
  • Mutual Funds License (IFIC or CSC) is also required
  • You should have at least 3 years' experience in financial planning
  • Proven networking and client acquisition skills are essential
  • You should be able to develop a strong referral network

What's in it for You?

RBC offers a dynamic and collaborative work environment, where you can grow your career and achieve success. We provide a world-class training program in financial services, flexible work/life balance options, and unlimited earning potential. Our company is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

Benefits and Compensation

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a high-performing team that thrives on progressive thinking and delivering trusted advice to help clients thrive and communities prosper
  • Enjoy a competitive salary: $65,000 - $85,000 per year, based on experience, location, and performance

Why Work at RBC?

RBC is a leader in the Canadian financial services industry, known for its commitment to innovation, customer satisfaction, and community involvement. We are dedicated to enhancing the well-being of our clients and communities, and we offer a range of opportunities for professional growth and development. If you are passionate about delivering exceptional financial services and making a difference in people's lives, we encourage you to apply for this exciting opportunity.



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