RBC

Financial Advisor

RBC

full-time

Posted on:

Location Type: Office

Location: Edmonton • 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 to help clients with their financial goals
  • Handle complex personal and business needs with breadth and depth of expertise across banking, investments, and credit
  • Champion digital enablement by educating clients to self-serve while leading with advice
  • Make good use of technology to connect with clients virtually and face to face
  • Implement effective contact and relationship building strategies to accelerate new client acquisition and retention

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
  • 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.)
  • Second language skill (nice-to-have)
  • Active in developing a solid network in the local community (nice-to-have)
Benefits
  • 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
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)sales experiencecredit handlinginvestment handlingdigital literacy
Soft Skills
relationship buildingtrust buildingclient acquisitionclient retentioncollaborationadvice giving
Certifications
Investment Funds in CanadaCanadian Securities Course