Financial Advisor - Elevate Client Wealth & Guidance

RBC; Drayton Valley; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank is seeking a Financial Advisor in Drayton Valley. In this role, you will cultivate and manage client relationships, offering tailored advice while collaborating with experts across the bank. You must have a Mutual Funds accreditation and 2-3 years of sales experience in financial services. The position offers a competitive salary, career development, and recognition programs, contributing to both client success and community development.

Benefits

Career development

Competitive salary

Annual bonus

Sales coaching

Strong digital tools suite

Qualifications

• 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.

Responsibilities

• Provide proactive, professional advice and collaborate with RBC partners for client goals.
• Communicate effectively to uncover client needs and resolve concerns.
• Implement contact and relationship building strategies for client acquisition.

Skills

Client Centricity

Communication

Critical Thinking

Digital Literacy

Advice Based Solutions

Data Analysis

Curiosity

Education

Valid Mutual Funds accreditation

Completed Designated Financial Services Advisor (DFSA) designation

Job description

A leading Canadian bank is seeking a Financial Advisor in Drayton Valley. In this role, you will cultivate and manage client relationships, offering tailored advice while collaborating with experts across the bank. You must have a Mutual Funds accreditation and 2-3 years of sales experience in financial services. The position offers a competitive salary, career development, and recognition programs, contributing to both client success and community development.