Financial Advisor, Group Advantage - Winnipeg, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Winnipeg, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title
Financial Advisor, Group Advantage (Winnipeg, MB) TERM

What is the opportunity?

RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them.

You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events.

You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions.

Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.

What will you do?

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 marketleading 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

What do you need to succeed?

Must-have

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)
23 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 longterm 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. Sales platform, esignature, mobile technologies. Comfortable navigating with and for clients

Nice-to-have

Fluency in a second language
Active in the local community, developing a solid network in the local community
Familiarity with Group Advantage value proposition

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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

Job Summary

Développer les possibilités d'affaires qui se présentent au niveau des petites entreprises clientes, nouvelles ou existantes, et favoriser la génération de revenus dans le secteur de vente désigné.

S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour réaliser des affectations.

Address:

WINNIPEG, Manitoba, Canada

City:

CAN-MB-WINNIPEG

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

:00

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