Job Description
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
Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy Additional Job Details
Address :
1099 TALBOT ST : ST. THOMAS
City : ST. THOMAS
ST. THOMAS
Country : Canada
Canada
Work hours / week : 37.5
37.5
Employment Type : Full time
Full time
Platform :
Personal and Commercial Banking
Job Type : Regular
Regular
Pay Type : Salaried
Salaried
Posted Date : 2024-05-13
2024-05-13
Application Deadline :
2024-06-21
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Associate Advisor
The Associate Advisor provides exceptional client service to our existing clients and supports the Principal Advisor by preparing for client meetings and executing recommendations to financial plans. Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-...
Experienced Financial Advisor/Planne
Minimum two years experience as a Financial Advisor or Financial Planner. Experienced Financial Advisor/Planner. At Desjardins Financial Security Independent Network South Western Ontario, you’re more than just an advisor – you’re your own boss who benefits from the strength of our Desjardins partne...
Student Financial Services Advisor (Bilingual)
The Glendon Student Financial Services Advisor advocates for and assists students in navigating the policies and procedures that relate to their student accounts at the university, their YU-CARD and related services/activities, financial aid programs offered at Glendon and York, and programs offered...
Financial Advisor
Personal Financial Service Advice and Financial Planning I). Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice. Completed Certificate in Financial Services ...
Financial Advisor * NEW OFFICE
As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. Forest Hills Financial Group, a member of The Guardia...
Merrill Financial Solutions Advisor - Orange County Inland Empire Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
Financial Advisor New Career
As a financial advisor, you’ll have the opportunity to make a meaningful impact on peoples’ lives by helping them achieve their financial security and realize their dreams. Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of ta...
Compensation Specialist (Advisor Services) – Remote Across Canada
Provide exceptional advisor support to our network of independent advisors. Understand all aspects of advisor compensation at life insurance companies and a MGA and apply this knowledge to the job tasks as an Advisor Support analyst. Our company is DRIVEn (this is not a typo – it's part of our value...
Financial Advisor - Southdale & Colonel Talbot, London
Our Advisors are customer-centric and able to connect with people in a relatable way. ...
Financial Advisor
Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. Our representatives offer c...