Client-Centric Financial Advisor

RBC; Southwestern Ontario; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Recognition programs

Job summary

RBC in Canada is seeking an experienced Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive advice across everyday banking, investments, and credit, collaborating with RBC partners to help clients achieve their goals and life events.

In this role you will uncover client needs, deliver client-centric solutions, and use digital tools to enable self-serve while maintaining access via preferred channels.

Qualifications

• 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.)

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 first point of contact
• Use your own advice capabilities, and 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 self-serve, 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 market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Education

Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

Canada DFSA designation (Personal Financial Service Advice and Financial Planning I)

Quebec Certificate of Achievement – Personal Finance (Quebec modules)

Job description

RBC in Canada is seeking an experienced Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive advice across everyday banking, investments, and credit, collaborating with RBC partners to help clients achieve their goals and life events.

In this role you will uncover client needs, deliver client-centric solutions, and use digital tools to enable self-serve while maintaining access via preferred channels.