RBC

Financial Advisor – Bilingual (Mandarin, Cantonese, Farsi)

RBC

full-time

Posted on:

Location Type: Office

Location: Richmond Hill • Canada

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Job Level

Junior

About the role

  • Attract, nurture, and grow relationships with high-value personal and small business clients
  • Provide proactive, professional advice and collaborate with RBC partners
  • Communicate effectively to uncover client needs and deliver client-centric advice
  • Implement effective contact and relationship building strategies for client acquisition and retention
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts

Requirements

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
  • 1-2 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.)
  • Fluent in Mandarin, Cantonese, or Farsi.
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
Mutual Funds accreditationDesignated Financial Services Advisor (DFSA)Personal Financial Service AdviceFinancial Planningsales experiencecredit handlinginvestment handling
Soft Skills
relationship buildingclient acquisitionclient retentiontrust buildingcommunication
Certifications
Investment Funds in CanadaCanadian Securities Course