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Financial Advisor
2 months ago
Job Summary
As a Financial Advisor at Royal Bank of Canada, you will be responsible for building and maintaining strong relationships with high-value clients, providing them with expert financial advice and guidance to help them achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized financial plans to meet their objectives.
Key Responsibilities
- Develop and maintain strong relationships with clients to understand their financial needs and goals
- Provide expert financial advice and guidance to clients on investment, credit, and other financial matters
- Work closely with clients to develop personalized financial plans to meet their objectives
- Collaborate with other financial professionals to provide comprehensive financial solutions to clients
- Stay up-to-date with market trends and economic conditions to provide clients with informed advice
Requirements
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
- 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.)
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
Job Skills
- Client Centricity
- Communication
- Critical Thinking
- Curiosity