Strategic Financial Consultant

5 days ago

Clarington, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

Role Overview

Royal Bank of Canada is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining relationships with our high-value clients, providing them with proactive, professional advice, and collaborating with RBC partners to help them achieve their financial goals.

About the Role

  • Develop and maintain a deep understanding of clients' financial situations, goals, and needs.
  • Provide expert advice on a range of financial products and services, including everyday banking, investments, and credit.
  • Collaborate with RBC partners to deliver comprehensive financial solutions to clients.
  • Build and maintain strong relationships with clients, understanding their unique needs and delivering tailored advice and solutions.

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.
  • Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute.
  • 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.

What We Offer

  • Career development and top-notch sales coaching to take your career to the next level.
  • Competitive salary, annual bonus, and recognition programs that reward top performance.
  • Strong suite of tools, including emerging digital capability to enhance your competitive edge.
  • Opportunity to represent Canada's leading financial services brand in your community.

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