RBC

Financial Advisor

RBC

full-time

Posted on:

Location Type: Office

Location: Trent Hills • Canada

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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 proactively resolve client concerns
  • Use your own advice capabilities to meet clients’ entire suite of financial needs
  • Champion digital enablement by proactively educating clients
  • Make good use of technology to connect with clients both virtually and face to face
  • Implement effective contact and relationship building strategies
  • Collaborate with market-leading professionals in financial planning and business banking

Requirements

  • 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)
  • 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.)
Benefits
  • Competitive salary, annual bonus, and recognition programs that reward top performance
  • Career development and top-notch sales coaching to take your career to the next level
  • Strong suite of tools, including emerging digital capability to enhance your competitive edge
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Mutual Funds accreditationDesignated Financial Services Advisor (DFSA)Personal Financial Service AdviceFinancial PlanningFundamentals of Personal FinanceInvestment FundamentalsTaxation FundamentalsInsuranceRetirement planningSales experience
Soft Skills
relationship buildingtrust buildingclient communicationproactive problem solvingcollaborationadvice capabilitiesclient educationclient needs assessmentstrategic thinkinglong-term relationship maintenance
Certifications
Mutual Funds accreditationDesignated Financial Services Advisor (DFSA)Certificate of Achievement – Personal Finance