Financial Advisor

Its name, Royal Bank of Canada, is a Canadian multinational financial services company and the largest bank in Canada by market capitalization.

To understand more perspectives concerning Financial advisors, including the requirements and duties, you must digest the following information below this post.

Job Details

• Address: OAKVILLE, Ontario, Canada
• City: CAN-ON-OAKVILLE
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Job Type: Regular – Trainee (Trainee)
• Pay Type: Salaried
• Posted Date: 2024-03-16-07:00
• Application Deadline: 2024-10-31-07:00.

Company Description

At RBC, our culture is deeply supportive and rich in opportunity and reward; you will help our clients thrive, and their communities prosper, empowered by a spirit of shared purpose.

Whether helping clients, finding new opportunities, developing new technology, or providing expert advice to internal partners.

You will be doing work that matters worldwide in an environment built on teamwork, service, responsibility, diversity, and integrity.

They are hiring full-time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton, and Halton Hills).

The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended and Saturdays) as required.

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value to 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 critical life events.

As an expert advisor, you contribute to strong sales and retention, helping clients learn how to bank digitally or proposing an investment strategy to finance their child’s education.

Responsibilities

• 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
• Leverage technology to deliver on client experience and drive sales and retention
• Proactively take ownership of resolving and preventing clients’ banking problems.
• Implement contact and relationship-building strategies, and support new client acquisition in the local community
• Educate clients about the features and benefits RBC products and services offer and help clients with digital banking, including mobile, ATM, and online banking.

Other Qualifications

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) Completed Certificate in Financial Services Advice, offered through the CSI (e.g., 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 various devices (e.g., smartphones, tablets, laptops, etc.).

Requirements

• Fluency in a second language
• Active in the local community, developing a solid network in the local community.

Benefits

• They thrive on the challenge to be our best, progressive thinking to keep growing and working together to deliver trusted advice to help their clients thrive and communities prosper.
• They care about each other, reaching our potential, making a difference in their communities, and achieving mutual success.
• 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
• Robust suite of tools, including the emerging digital capability to enhance your competitive edge

Aimglo Say

You (as a candidate) can see the above post on Financial Advisor as a piece of additional information for learning and working in a strategic environment.

Therefore, if you ( as a candidate) register for the Financial Advisor job, you must possess accessible-minded attributes and continuous, reliable skills.