Financial Advisor
RBC Royal Bank · Pembroke, ON
- Pay
- Not listed
- Type
- Full time
- Posted
- Oct 21
- Closes
- Not listed
<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b><u>Job Description</u></b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What is the opportunity?
</span></b></span></p><p><span style="color:#4a4a4a"><b><span style="font-size:inherit"> </span></b><span style="font-size:inherit">As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value 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.</span></span></p><p><span style="color:#4a4a4a"><span style="font-size:inherit"> </span></span></p><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What will you do?
</span></b></span></p><p><span style="color:#4a4a4a"><span style="font-size:inherit"> </span></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients </span></span></li></ul><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">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</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">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</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Make good use of technology to connect with clients both virtually and face to face</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice</span></span></li></ul><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What do you need to succeed?
</span></b></span></p><p><span style="color:#4a4a4a"><span style="font-size:inherit"> </span></span></p><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">Must-have</span></b></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">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)</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">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)</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">2-3 years of proven sales experience in the financial services industry, handling credit and investments</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Demonstrated ability to build trust and maintain long-term client relationships</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)</span></span></li></ul><p><span style="color:#4a4a4a"><span style="font-size:inherit"> </span></span></p><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">Nice-to-have</span></b></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">Second language skill</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Active in developing a solid network in the local community</span></span></li></ul><p><span style="color:#4a4a4a"><span style="font-size:inherit"> </span></span></p><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What’s in it for you?</span></b></span></p><p><span style="color:#4a4a4a"><span style="font-size:inherit"> </span></span></p><p><span style="color:#4a4a4a"><span style="font-size:inherit">We thrive on the challenge to be our best, progressive thinking to keep growing, and
Found on RBC Royal Bank’s own careers site. You apply directly with them.