Senior Financial Services Advisor

3 days ago


Guelph, Ontario, Canada Royal Bank of Canada Full time
Unlock Your Potential in Personal and Business Banking

We are seeking a seasoned Senior Financial Services Advisor to join our team at the Royal Bank of Canada. As a key member of our Personal and Business Banking division, you will be responsible for providing expert advice and guidance to high-value clients, helping them achieve their financial goals.

About the Role:

  • Develop and maintain strong relationships with clients, understanding their unique needs and preferences.
  • Provide personalized financial planning and investment solutions, leveraging your expertise in credit and investments.
  • Collaborate with market-leading professionals to deliver customized advice and support to clients.
  • Leverage technology to enhance client experience and drive sales and retention.
  • Take ownership of resolving and preventing banking issues, ensuring seamless client service.
  • Implement effective contact and relationship-building strategies to attract new clients and grow existing relationships.
  • Educate clients on RBC products and services, supporting their digital banking needs.

Requirements:

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
  • Completed Certificate in Financial Services Advice, offered through the CSI.
  • 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.

What We Offer:

  • A competitive salary of $85,000 - $110,000 per annum, based on experience.
  • An annual bonus program that rewards top performance.
  • Strong suite of tools, including emerging digital capabilities to enhance your competitive edge.
  • Opportunity to represent Canada's leading financial services brand in your community.

About Us:

The Royal Bank of Canada is a leader in the financial services industry, committed to delivering trusted advice and exceptional client experiences. We value diversity, equity, and inclusion, and strive to create an accessible and welcoming workplace for all employees.



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