Financial Services Advisor
6 days ago
Job Title:
Financial Advisor
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 play a key role in helping our clients achieve their financial goals and objectives. You will work closely with our clients to understand their financial needs and provide personalized advice and solutions to meet those needs.
Responsibilities:
Build and maintain strong relationships with our clients to understand their financial needs and goals.
Provide personalized advice and solutions to meet our clients' financial needs.
Work closely with our clients to understand their financial situation and provide recommendations to help them achieve their goals.
Stay up-to-date on market trends and economic conditions to provide informed advice to our clients.
Collaborate with our team to develop and implement financial plans that meet our clients' needs.
Provide exceptional customer service to our clients, responding to their inquiries and resolving any issues in a timely and professional manner.
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's in it for you?
We offer a competitive salary, annual bonus, and recognition programs that reward top performance. You will also have the opportunity to work with a leading financial institution and develop your skills and expertise in financial services.
About us:
The Royal Bank of Canada is a leading financial institution with a long history of providing excellent service to our clients. We are committed to helping our clients achieve their financial goals and objectives through personalized advice and solutions.
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