Financial Advisor

6 days ago


Terrebonne, Quebec, Canada Royal Bank of Canada Full time
About the Role

As a Financial Advisor - Client Success Expert at Royal Bank of Canada, you will play a crucial role in helping our clients achieve their financial goals. This is an excellent opportunity to leverage your expertise and build strong relationships with our high-value personal and small business clients.

You will provide proactive, professional advice and collaborate with RBC partners to help clients navigate key life events and complex financial needs. With a breadth and depth of expertise across everyday banking, investments, and credit, you will be able to deliver tailored solutions that meet our clients' unique requirements.

Key Responsibilities
  • Consistently demonstrate empathy and understanding in all interactions with colleagues and clients
  • Communicate effectively to uncover client needs and deliver client-centric advice and solutions
  • Use your own advice capabilities and those of RBC partners to meet clients' entire suite of financial needs
  • Provide professional advice and education on complex credit and investments, ensuring solutions are appropriate for client needs and financial circumstances
  • Champion digital enablement by educating clients to self-serve and leveraging technology to connect with clients virtually and face-to-face
  • Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized expert advice
Requirements
  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute
  • 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 to serve RBC's French and English-speaking customers
Benefits

We offer a competitive salary range of $65,000 - $85,000 per year, depending on experience. As a full-time employee, you will enjoy a dynamic, collaborative, and progressive work environment with opportunities for growth and development. Our team is passionate about making a difference and lasting impact in our communities.

We also offer a comprehensive benefits package, including health and wellness programs, retirement savings plan, and paid time off. Our commitment to diversity and inclusion ensures that everyone feels valued and supported in their career journey.


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