Financial Services Professional

1 day ago


Ottawa, Ontario, Canada Royal Bank of Canada Full time
Key Responsibilities

- Provide proactive, professional advice to high-value personal and small business clients, adding value in key moments for them.

- Collaborate with RBC partners to help clients achieve their goals and navigate key life events.

- Consistently demonstrate empathy, kindness, and a deep understanding of client circumstances, motivators, and concerns.

What We Need

- 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.)
- Bilingual is a requirement (English & French)

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