Banking Financial Advisor
2 weeks ago
Key Responsibilities
- Proactively engage with clients to deliver an exceptional service experience, identifying opportunities for advice, solutions, and digital enablement.
- Focus on education and demonstration, leveraging technology to drive solutions and retain business.
- Contribute to team results by listening, spotting opportunities, and offering additional advice or introducing clients to RBC partners.
- Proactively take ownership of resolving and preventing client banking problems.
- Cultivate and maintain relationships with partners to work as one RBC team.
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests.
Requirements
- A goal-oriented individual with a passion for putting clients first.
- Drive, self-motivation, excellent communication skills, and emotional intelligence.
- Digital literacy across a range of devices.
- Personal flexibility to work flexible hours.
- Eagerness to learn and determination to succeed.
- Confidence and ability to learn financial concepts and willingness to obtain certifications.
About the Role
- A track record in building rapport and maintaining client relationships in the financial industry is an asset.
- Mutual Funds accreditation is a plus.
Additional Details
- This role is part of the Personal and Commercial Banking platform.
- Employment Type: Full-time.
- Pay Type: Salaried.
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