Financial Advisor - New Tecumseth, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

New Tecumseth, Canada

2 weeks 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

Job Description:

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business 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.

As an expert advisor, you contribute to strong sales and retention.

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
Collaborate with market-leading professionals in 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 drive sales 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 (i.e. Personal Financial Service Advice and Financial Planning I)
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.)
Nice-to-have

Second language skill
Active in the local community, developing a solid network in the local community
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.

Job Summary
The future is full of possibilities. Just imagine what comes next.

Financial Advisor

Address:

NEW TECUMSETH, Ontario, Canada

City:

CAN-ON-NEW TECUMSETH

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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