Strategic Financial Advisor: Personal & Business Growth

RBC; Lethbridge; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services institution in Lethbridge seeks a Financial Advisor to build and nurture relationships with personal and small business clients. Responsibilities include providing expert financial advice, collaborating with partners, and ensuring client satisfaction. Candidates should have 2-3 years of sales experience and a valid Mutual Funds accreditation. This full-time role offers competitive compensation and opportunities for career advancement.

Benefits

Career development and coaching

Competitive salary and annual bonus

Strong suite of tools and resources

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 (i.e., smartphones, tablets, laptops).

Responsibilities

• Build and nurture relationships with personal and small business clients.
• Provide proactive, professional advice across everyday banking, investments, and credit.
• Collaborate with RBC partners to assist clients with their goals.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Education

Valid Mutual Funds accreditation

Designated Financial Services Advisor (DFSA) designation

Job description

A leading financial services institution in Lethbridge seeks a Financial Advisor to build and nurture relationships with personal and small business clients. Responsibilities include providing expert financial advice, collaborating with partners, and ensuring client satisfaction. Candidates should have 2-3 years of sales experience and a valid Mutual Funds accreditation. This full-time role offers competitive compensation and opportunities for career advancement.