Financial Services Specialist
6 days ago
Job Opportunity:
We are seeking a highly skilled Financial Advisor to join our team in Grande Prairie. As an RBC Financial Advisor, you will attract, nurture, and grow relationships with our high-value personal and small business clients.
About the Role:
You will provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. Your expertise will cover everyday banking, investments, and credit, enabling you to deliver a robust Advice Experience on complex personal and business needs.
Key Responsibilities:
- Demonstrate empathy and understanding in all interactions with colleagues and clients
- Communicate effectively to uncover client needs and deliver client-centric advice
- 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
- Champion digital enablement by educating clients to self-serve and interacting through their preferred channels
- Implement effective contact and relationship building strategies for new client acquisition and retention
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking
Requirements:
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Canada-wide Designated Financial Services Advisor (DFSA) designation offered through the Canadian Securities Institute
- 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 various devices
Benefits and Perks:
- Career development and top-notch sales coaching to advance your career
- Competitive salary ($62,000 - $80,000 annually), annual bonus, and recognition programs rewarding top performance
- A comprehensive suite of tools, including emerging digital capabilities to enhance your competitive edge
- The opportunity to represent Canada's leading financial services brand in your community
Location and Job Details:
This full-time role is based in Grande Prairie, Alberta, with 37.5 hours of work per week. As a regular salaried position, you will be part of a dynamic team that thrives on progressive thinking, collaboration, and delivering trusted advice to clients.
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