Financial Advisor

RBC; Calgary; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to foster relationships with personal and small business clients. In this role, you will provide expert advice on banking, investments, and credit, ensuring clients receive tailored solutions for their financial goals. You will leverage technology to enhance client interactions and drive new client acquisition within the community. This position offers a dynamic environment focused on professional growth, competitive compensation, and the opportunity to represent a leading financial services brand. If you are passionate about helping clients thrive and are ready to make a meaningful impact, this is the perfect opportunity for you.

Benefits

Career development

Top-notch sales coaching

Competitive salary

Annual bonus

Recognition programs

Strong suite of tools

Opportunity to represent a leading brand

Qualifications

• 2-3 years of sales experience in financial services handling credit and investments.
• Valid Mutual Funds accreditation and DFSA designation required.

Responsibilities

• Provide proactive, professional advice to high-value personal and small business clients.
• Collaborate with RBC partners to meet clients' financial needs.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curiosity

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation

Designated Financial Services Advisor (DFSA)

Certificate of Achievement – Personal Finance

Job description

Job Summary

Job Description

Financial Advisor

What is the opportunity?

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.

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, 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.

What do you need to succeed?

Must-have

• 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.
• Active in developing a solid network in the local community.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Career development and top-notch sales coaching to take your career to the next level.
• Competitive salary, annual bonus, and recognition programs that reward top performance.
• Strong suite of tools, including emerging digital capability to enhance your competitive edge.
• Opportunity to represent Canada’s leading financial services brand in your community.

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy.

Additional Job Details

Address: CALGARY MAIN BRANCH, 339 8 AVE SW: CALGARY

City: CALGARY

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-03-18

Application Deadline: 2025-04-30

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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