Financial Advisor O-422

Financial Advisor O-422

10 Nov
|
RBC
|
Belleville

10 Nov

RBC

Belleville

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 solutions 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.)

Must be available for branch operational hours - 6 day operation.



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



At RBC, the health and wellbeing of our employees and candidates is always our top priority.



Recruitment Process

COVID-19 has accelerated change across our workplace, including our hiring practices! As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person. Our recruiters will explain how our video-interview technology will be used throughout the recruitment process, and will be on hand to answer any questions you might have.



Workplace Flexibility

You will be given the opportunity to work from home, if you can be fully productive, and role requirements including regulatory obligations can be satisfied. We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.



Health & Safety

For employees that may be required to work from our premises, we’re doing our part to safeguard your health, and taking extra steps to reduce the spread of COVID-19. All RBC premises will allow for required physical distancing requirements, and new routines and resources such as hand sanitizer, antiseptic wipes, masks, or other protective equipment.



JOB SUMMARY

City: Belleville

Address: Belleville

Work Hours/Week: 37.5

Work Environment: Branch

Employment Type: Permanent

Career Level: Experienced Hire/Professional

Pay Type: Salary + Variable Bonus

Position Level: PL09

Required Travel(%): 0

Exempt/Non-Exempt: N/A

People Manager: No

Application Deadline: 11/23/2020

Req ID: 291041

The original job offer can be found in Kit Job:
https://www.kitjob.ca/job/17206507/financial-advisor-o-422-belleville/?utm_source=html

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