Career Opportunities as a Financial Services Professional

3 weeks ago

Kawartha Lakes, Canada Royal Bank of Canada> Full time

At Royal Bank of Canada, we are committed to providing our clients with trusted advice to help them thrive and communities prosper. As a Financial Advisor, you will be part of a dynamic team that values progressive thinking, collaboration, and innovation.

About the Role

This exciting opportunity is for a highly skilled and motivated individual who is passionate about delivering exceptional client service and building long-term relationships. You will have the ability to attract, nurture, and grow relationships with high-value personal and small business clients by adding value in the moments that matter to them.

As an expert advisor, you will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and navigate key life events. You will have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

Responsibilities
  • You will consistently demonstrate empathy, kindness, and take the time to understand circumstances, motivators, and concerns in all interactions with colleagues and clients.
  • You will communicate effectively to uncover client needs, deliver client-centric advice, solutions, and proactively resolve client concerns at first point of contact.
  • You will use your own advice capabilities, as well as those of the right partner in the RBC ecosystem, to meet our clients' entire suite of financial needs, both personal and business.
  • You will provide professional advice and education, with the ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
  • You will 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.
  • You will make good use of technology to connect with clients both virtually and face-to-face.
  • You will implement effective contact and relationship-building strategies that accelerate new client acquisition and retention in your local community.
  • You will 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

To succeed in this role, you will need:

  • A 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.).
  • Availability to work a 6-day operation (Monday-Saturday).
What's in it for you?

We offer a competitive salary of $80,000 per year, plus opportunities for career growth and professional development. You will also have access to a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

In addition, you will have the opportunity to work with a talented team of professionals who are passionate about making a difference in the lives of our clients and communities.

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