RBC Recruitment – Financial Advisor

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 your 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 contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.

Job Responsibilities:

• Communicate with clients to learn about their needs and help them achieve their goals
• Collaborate with market leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
• Proactively take ownership of resolving and preventing client’s banking problems
• Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
• Implement contact and relationship building strategies, and support new client acquisition in local community
• Educate clients on the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking
• Leverage technology to deliver on client experience and drive sales and retention

Job Requirements:

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• 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.)
• Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)

Qualification & Experience:

• 2-3 years of proven sales experience in the financial services industry, handling credit and investments

Job Details:

Company: RBC

Vacancy Type: Full Time

Job Location: Winnipeg, CA

Application Deadline: N/A

Apply Here

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