Financial Services Professional

3 weeks ago


New Westminster, British Columbia, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As a Royal Bank of Canada Financial Advisor, you will build and maintain strong relationships with high-value clients by providing expert advice and guidance on their financial needs. You will work closely with clients to understand their goals and objectives, and develop personalized solutions to help them achieve financial success.

What will you do?

  • Develop and maintain a deep understanding of clients' financial situations and goals
  • Provide expert advice and guidance on financial products and services
  • Work closely with clients to develop personalized financial plans and solutions
  • Collaborate with other RBC professionals to ensure clients receive comprehensive financial advice
  • Stay up-to-date on industry trends and developments to provide clients with the latest information and insights

What do you need to succeed?

Must-have

  • 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)
  • 2-3 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.)

Nice-to-have

  • Second language skill
  • Active in developing a solid network in the local community

What's in it for you?

We are committed to helping our clients achieve their financial goals and improve their overall well-being. As a Royal Bank of Canada Financial Advisor, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service.

  • 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

We are committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Skills

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

Additional Job Details

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

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