Packer / Packager, hand

DGA; Golden Horseshoe; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Advisor who thrives on building relationships with clients and providing tailored financial advice. This role involves understanding client needs, delivering solutions, and collaborating with experts in financial planning and investments. With a focus on digital enablement, you'll educate clients on self-service options while ensuring they receive the best advice for their financial circumstances. Join a team that values professional growth, offers competitive salaries, and recognizes top performance, all while making a meaningful impact in your community.

Benefits

Career Development

Annual Bonus

Recognition Programs

Strong Suite of Tools

Qualifications

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

Responsibilities

• Build and maintain long-term client relationships through effective communication.
• Provide professional advice on credit and investments tailored to client needs.

Skills

Sales Experience

Client Relationship Management

Digital Literacy

Empathy and Communication

Education

Mutual Funds Accreditation

Designated Financial Services Advisor (DFSA)

Certificate of Achievement – Personal Finance

Job description

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

Additional Job Details

Address: 439 GREAT NORTHERN RD : SAULT STE. MARIE

City: SAULT STE. MARIE

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Posted Date: 2025-02-07

Application Deadline: 2025-02-20

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.