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Financial Advisor
RBC
Sponsorship not confirmed
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About the job
As an RBC Financial Advisor, you attract, nurture, and grow relationships with high-value personal and small business clients, adding value in moments that matter to them. You provide clients with proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and key life events. Responsibilities Consistently demonstrate empathy, kindness, and understanding in interactions with colleagues and clients Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet clients' entire suite of financial needs Provide professional advice and education on complex credit and investments Champion digital enablement by educating clients to self-serve and leading with advice Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking Requirements Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation Quebec – Completed Certificate of Achievement – Personal Finance 2-3 years of proven sales experience in the financial services industry Demonstrated ability to build trust and maintain long-term client relationships Digital literacy across a broad range of devices Nice-to-Have Second language skill Active in developing a solid network in the local community Benefits Comprehensive Total Rewards Program including bonuses and flexible benefits Competitive compensation World-class training program in financial services Excellent career development and access to various job opportunities Leaders who support your development through coaching and managing opportunities Work in a dynamic, collaborative, progressive, and high-performing team Job Data by YubHub .
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