Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- Financial Advisor Intern at RBC managing high-value personal and small business client relationships. Providing professional advice while collaborating with RBC partners to meet client goals.
Responsibilities
- Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
- Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
- Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
- Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
- Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
- Make good use of technology to connect with clients both virtually and face to face
- Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert 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.)
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Conseiller financier chez Gazifère, distributeur exclusif de gaz naturel en Outaouais. Analyse financière, états financiers, contrôles internes et modèles d’investissement.
Senior Financial Analyst guiding Intact’s IT investment budgeting, forecasting, and benefits reporting. Driving data - informed funding decisions through financial analysis and executive dashboards.
AI Finance Transformation Manager automating accounting processes for Sophos, a global cybersecurity services company. Building Power Platform solutions, controls, and measurable AI - driven business value.
Personal Finance Advisor helping Desjardins members and clients choose investments, loans, and insurance solutions. Building relationships and advising on integrated financial strategies in Matane.
Junior Developer supporting financial systems and legal technology solutions for law firms. Building integrations, automation, and software under senior developer guidance at Harbor.
Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and financial product services.
Hybrid Client Financial Services Agent supporting Desjardins members and advisors. Handling financial - service requests, recommending solutions, and contributing to product sales and business development.
Director of Finance leading accounting, compliance, budgeting, and financial strategy for The Salvation Army. Advising mission leaders and overseeing finance operations across Canada and Bermuda.
Client Financial Services Agent supporting Desjardins members with banking, investment, financing, and protection services. Handling requests, recommending solutions, and supporting sales development.