Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing financial goals, profitability, and prudent risk management.
About the role
- Financial Advisor helping RBC personal and small business clients with banking, investments, and credit. Building relationships and delivering customized advice through RBC’s branch network.
Responsibilities
- Attract, nurture, and grow relationships with high-value personal and small business clients
- Provide proactive, professional advice and collaborate with RBC partners to support clients' goals and key life events
- Address everyday banking, investments, credit, and complex personal and business needs
- Demonstrate empathy and understand client circumstances, motivators, and concerns
- Uncover client needs, deliver client-centric advice and solutions, and resolve concerns at first point of contact
- Use RBC advice capabilities and partners to meet clients' personal and business financial needs
- Provide professional advice and education on complex credit and investments
- Educate clients on digital self-service and encourage interaction through their preferred channel
- Connect with clients virtually and face to face using technology
- Implement contact and relationship-building strategies to accelerate client acquisition and retention in the local community
- Collaborate with financial planning, retirement planning, mortgage, and business banking professionals
Requirements
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (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 smartphones, tablets, laptops, and other devices
- Fully available to work during RBC's retail branch hours, including extended hours Monday through Saturday until 8:00 PM and Sunday as applicable
- Second language skill is nice-to-have
- Active in developing a solid network in the local community is nice-to-have
Benefits
- Career development and top-notch sales coaching
- Competitive salary
- Annual bonus
- Recognition programs that reward top performance
- Strong suite of tools, including emerging digital capability
- Opportunity to represent Canada’s leading financial services brand in your community
- Inclusive workplace based on respect, belonging and opportunity for all
- Policies and programs intended to foster professional growth and collaboration
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