Financial Services Advisor
1 week ago
We are seeking a dedicated and passionate Financial Services Advisor to join our team in Cross Lake, Canada. As a key member of our team, you will be responsible for delivering exceptional customer service and providing tailored financial solutions to our clients.
About the RoleThis part-time position offers the opportunity to work in a dynamic and collaborative environment, where you will be empowered to grow and develop your skills. You will be working with a talented team of professionals who are committed to helping our clients achieve their financial goals.
Key Responsibilities- Delivering Exceptional Customer Service: Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and identifying opportunities for advice, solutions, digital enablement, and partner introductions.
- Providing Financial Solutions: Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions, and retain business.
- Cultivating Relationships: Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to RBC partners, or personally fulfill client solutions.
- Risk Management: Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
To succeed in this role, you must have:
- A goal-oriented individual with a demonstrated passion for putting clients first.
- Drive and self-motivation, as well as excellent communication skills and emotional intelligence.
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).
- Personal flexibility to work flexible hours.
- Eagerness to learn and determination to succeed.
- Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course.
In exchange for your hard work and dedication, we offer a comprehensive total rewards program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- A world-class training program in financial services.
- Excellent career development and access to a variety of job opportunities across business and geographies.
- Leaders who support your development through coaching and managing opportunities.
- Work in a dynamic, collaborative, progressive, and high-performing team.
Estimated salary: $60,000 - $80,000 per year, based on location and experience.
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