Financial Advisor

7 days ago

Terrebonne, Quebec, Canada Royal Bank of Canada> Full time
Job Overview

We are seeking a Financial Advisor to join our dynamic team at the Royal Bank of Canada. As an expert advisor, you will play a vital role in helping clients achieve their financial goals and thrive in their communities.

About the Role:

  • As a Financial Advisor, you will attract, nurture, 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 with their goals and 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.

Key Responsibilities:

  1. Consistently demonstrate empathy, kindness, and take the time to understand circumstances, motivators, and concerns in all interactions with colleagues and clients.
  2. Communicate effectively to uncover client needs, deliver client-centric advice, solutions, and proactively resolve client concerns at first point of contact.
  3. 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.
  4. 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.
  5. 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.
  6. Make good use of technology to connect with clients both virtually and face-to-face.
  7. Implement effective contact and relationship building strategies that accelerate new client acquisition and retention in your local community.
  8. 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).
  • 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).
  • 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 (i.e., smartphones, tablets, laptops, etc.).
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

What We Offer:

  • A competitive salary of approximately $85,000 per year, based on location and experience.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • A generous retirement savings plan, including a company match.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment that encourages collaboration and teamwork.
  • The opportunity to make a meaningful impact on the lives of our clients and communities.

About Us:

The Royal Bank of Canada is a leading financial institution dedicated to helping our clients thrive in their communities. We strive to provide exceptional service, innovative products, and a commitment to social responsibility.

Join Our Team:

If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

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