Financial Opportunity Advisor
3 days ago
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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