Financial Opportunity Advisor

3 days ago


Smiths Falls, Canada Royal Bank of Canada> Full time

Company Overview:

Royal Bank of Canada is a leading financial services provider committed to delivering trusted advice and solutions to our clients.

Salary: The estimated annual salary for this role is $80,000-$120,000 based on industry standards and location.

Job Description:

As a Financial Opportunity Advisor at Royal Bank of Canada, you will attract and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their financial goals.

Key Responsibilities:

  • Demonstrate empathy and understanding in client interactions
  • Communicate effectively to uncover client needs and deliver personalized advice
  • Use expertise to meet clients' entire suite of financial needs
  • Provide professional advice and education on complex credit and investments
  • Champion digital enablement and educate clients on self-service options
  • Collaborate with market-leading professionals to ensure clients receive customized advice

Requirements:

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Designated Financial Services Advisor (DFSA) designation or equivalent
  • 1-2 years of proven sales experience in the financial services industry
  • Demonstrated ability to build trust and maintain long-term client relationships

Benefits:

  • Career development and top-notch sales coaching
  • Competitive salary and bonus structure
  • Strong suite of tools and emerging digital capabilities
  • Opportunity to represent Canada's leading financial services brand

About Us:

We thrive on progressive thinking, teamwork, and delivering exceptional results. We care about our employees, communities, and achieving mutual success.


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