RBC

Financial Advisor

RBC

full-time

Posted on:

Location Type: Office

Location: Lethbridge • 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 deliver client-centric advice
  • Use advice capabilities and those of the right partner to meet client's financial needs
  • Champion digital enablement by educating clients to self-serve
  • Implement effective contact and relationship building strategies
  • Collaborate with market-leading professionals to ensure customized advice

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)
  • 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.)
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)Certificate of Achievement – Personal FinancePersonal Financial Service AdviceFinancial PlanningInvestment and Taxation FundamentalsInsurance and Retirement
Soft Skills
relationship buildingclient-centric advicecommunicationtrust buildingcollaborationproactive advice
Certifications
Mutual Funds accreditationDesignated Financial Services Advisor (DFSA)Certificate of Achievement – Personal Finance