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Group Financial Advisor
RBCFinancial Advisor nurturing high-value client relationships and offering retirement savings products at RBC. Collaborate with financial planning professionals to provide tailored advice and solutions for clients' needs.
About the role
Key responsibilities & impact- Communicate with clients to learn about their needs and help them achieve their goals
- Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
- Participate in RBC at Work Group Advantage events and member onboarding
- Collaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
- Leverage technology to deliver on client experience and enable performance and retention
- Proactively take ownership of resolving and preventing client’s banking problems
- Implement contact and relationship building strategies, and support new client acquisition in local community
- Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking
Requirements
What you’ll need- Fully bilingual in both French and English
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)
- 2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the client
- Demonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partners
- Agile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environment
- Digital savviness across multiple platforms and devices (i.e. Client 360, e-signature, mobile technologies. Comfortable navigating with and for clients
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningretirement planningmortgagesbusiness bankingcredit managementinvestment managementclient acquisitionrelationship managementpipeline conversiondigital banking
Soft Skills
bilingualcommunicationtrust buildingrapport buildingpresentation skillsadaptabilityownershipproblem solvingcollaborationeducation
Certifications
Mutual Funds accreditationInvestment Funds in CanadaCanadian Securities CourseCertificate in Financial Services Advice