Financial Services Professional

4 weeks ago

Ottawa, Ontario, Canada Royal Bank of Canada Full time
Job Summary

As a Financial Advisor at Royal Bank of Canada, you will have the opportunity to attract, nurture, and grow relationships with our high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events.

Key Responsibilities
  • Consistently demonstrate empathy, kindness, and take the time to understand circumstances, motivators, and concerns in all interactions with colleagues and clients.
  • Communicate effectively to uncover client needs, deliver client-centric advice, solutions, and proactively resolve client concerns at first point of contact.
  • Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet our clients' entire suite of financial needs, both personal and business.
  • Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
  • Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible, and encouraging our clients to interact with us in their channel of choice.
  • Make good use of technology to connect with clients both virtually and face-to-face.
  • Implement effective contact and relationship-building strategies that accelerate new client acquisition and retention in your local community.
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.
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).
  • 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 a broad range of devices (i.e., smartphones, tablets, laptops, etc.).
  • Bilingual is a requirement (English & French).
What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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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