Offer summary

Qualifications:

Valid Mutual Funds accreditation or Canadian Securities Course., Completed Designated Financial Services Advisor (DFSA) or equivalent for Quebec., 2-3 years of proven sales experience in financial services, handling credit and investments., Digital literacy across various devices..

Key responsibilities:

Build and maintain relationships with high-value clients, providing proactive financial advice.

Communicate effectively to understand client needs and deliver tailored solutions.

Collaborate with specialists in financial planning, mortgages, and business banking to serve clients comprehensively.

Utilize digital tools to connect with clients virtually and face-to-face, promoting digital self-service.

Job description

Job Summary

Job Description

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our highvalue personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
Use your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
Champion digital enablement by proactively educating our clients to selfserve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
Make good use of technology to connect with clients both virtually and face to face
Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
Collaborate with marketleading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice