Financial Advisor

3 weeks ago


United Counties of Leeds and Grenville, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial advice and guidance to help them achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Provide expert financial advice and guidance to clients to help them achieve their financial goals
  • Develop and implement personalized financial plans for clients
  • Stay up-to-date with market trends and economic changes to provide clients with informed advice
  • Collaborate with other financial professionals to provide comprehensive financial solutions to clients
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)
  • 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.)
What We Offer
  • 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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