Financial Services Professional

4 weeks ago

Grande Prairie, Canada Royal Bank of Canada> Full time
Job Summary

As a Financial Advisor at Royal Bank of Canada, you will play a key role in building and maintaining relationships with high-value clients, providing them with expert advice and guidance on their financial needs. You will work closely with clients to understand their goals and objectives, and develop tailored solutions to help them achieve their financial aspirations.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals
  • Provide expert advice and guidance on investment and credit products, as well as everyday banking services
  • Collaborate with RBC partners to deliver comprehensive financial solutions to clients
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide clients with the best possible advice
  • Work closely with clients to understand their financial situations and provide personalized solutions
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)
  • 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.)
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

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