Financial Advisor

2 days ago

Fredericton, New Brunswick, Canada Royal Bank of Canada> Full time

Job Summary

We are seeking a skilled Financial Advisor to join our team at the Royal Bank of Canada. As a Financial Advisor, you will provide proactive, professional advice to our clients and collaborate with RBC partners to help clients achieve their goals and navigate key life events.

Key Responsibilities

  • Develop and maintain strong relationships with high-value clients, providing personalized advice and solutions to meet their financial needs.
  • Collaborate with RBC partners to deliver a comprehensive advice experience, addressing complex personal and business needs.
  • Communicate effectively with clients, colleagues, and partners to ensure seamless delivery of advice and solutions.
  • Stay up-to-date with industry trends and regulatory requirements, applying this knowledge to provide expert advice to clients.
  • Champion digital enablement, educating clients on self-service options and leveraging technology to enhance the advice experience.

Requirements

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
  • Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
  • 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 (i.e., smartphones, tablets, laptops, etc.)

What We Offer

  • Career development and top-notch sales coaching to take your career to the next level
  • Competitive salary, annual bonus, and recognition programs that reward top performance
  • Strong suite of tools, including emerging digital capability to enhance your competitive edge
  • Opportunity to represent Canada's leading financial services brand in your community

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

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