Financial Advisor
2 days ago
At Royal Bank of Canada, we're committed to helping our clients thrive and communities prosper. As a Financial Advisor, you'll play a key role in achieving this goal.
About the RoleThis is an exciting opportunity to join our team as a Financial Advisor in Campbell River, Canada. You'll be responsible for attracting, nurturing, and growing relationships with high-value personal and small business clients. Your expertise will help our clients achieve their financial goals, whether it's managing everyday banking, investments, or credit needs.
Key Responsibilities- Demonstrate empathy and kindness in all interactions with colleagues and clients.
- Communicate effectively to understand client needs, deliver client-centric advice, and resolve concerns promptly.
- Provide professional advice and education on complex credit and investment solutions.
- Champion digital enablement by educating clients to self-serve and encouraging interaction through various channels.
- Maintain effective contact and relationship-building strategies to accelerate new client acquisition and retention.
- Collaborate with experts in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized advice.
To succeed in this role, you'll need:
- A valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
- Completion of the Designated Financial Services Advisor (DFSA) designation or equivalent in Quebec.
- 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 various devices.
We offer a competitive salary of CAD $80,000 - $100,000 per year, depending on your experience and qualifications. Additionally, you'll enjoy:
- Career development and top-notch sales coaching to take your career to the next level.
- Annual bonus and recognition programs that reward 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.
Royal Bank of Canada is committed to supporting flexible work arrangements when available. We strive to create an inclusive and equitable workplace where employees can bring their true selves to work. If you're passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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