Banking Financial Advisor

2 weeks ago


Fergus, Ontario, Canada Royal Bank of Canada Full time

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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