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Financial Advisor Full-time Job

1 month ago Financial Services Thunder Bay   424 views
Job Details

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

  • Fluency in a second language
  • 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.

  • 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
Company Description
We are all connected by shared values of inclusion, a sense of responsibility towards others, a commitment to doing whats best for our clients, and a drive for excellence.
How we do business is as important to us as the business we do. Whether youre helping our clients find new opportunities, developing new technology, or providing expert advice to internal partners, youll be a part of a culture of employee engagement that makes RBC a great place to work.
We are proud to consistently be named one of Canadas Best Workplaces and Top 100 Employers, and to be recognized as one of the Most Admired Corporate Cultures by Waterstone Human Capital. Explore our current opportunities and learn more about what its like working with us.