Investment advisor Jobs in Milton, ON

Job Description

Please note : This posting has been designed to locate future advisors for the Halton Market and area (incl. Burlington, Oakville, Milton, Halton Hills). Applicants must have their mutual fund accreditations completed as per must-have requirements and must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and Saturdays) as required. What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty. What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed? Must-have

Nice-to-have

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.

PCBADV Job Skills Additional Job Details

Address :

1005 SPEERS RD : OAKVILLE

City : OAKVILLE

Country : Canada

Work hours / week : Employment Type :

Full time

Platform : Job Type :

Regular – Trainee (Trainee)

Pay Type : Salaried

Posted Date : 2022-03-16

Application Deadline :

2024-06-07

I nclusion 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.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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