About This Role
The Financial Advisor attracts, nurtures, and grows relationships with high-value personal and small business clients by providing proactive, professional advice and collaborating with RBC partners. This role focuses on delivering a robust advice experience across everyday banking, investments, and credit for both complex personal and business needs.
Responsibilities
- 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 the first point of contact
- Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet 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 clients to self-serve, while leading with advice, serving through digital where possible, and encouraging 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 market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice
Requirements
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e., Personal Financial Service Advice and Financial Planning I)
- Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – 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 a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
Nice to have:
- Second language skill, Cantonese and/or Mandarin is an an asset
- Active in developing a solid network in the local community
Benefits
