RBC Personal Financial Advisor (New Westminster)

RBC Personal Financial Advisor (New Westminster)

05 Nov
|
Royal Bank of Canada
|
New Westminster

05 Nov

Royal Bank of Canada

New Westminster

RBC Financial Advisors use empathy and financial expertise to serve personal and small business clients in New Westminster. This is a full-time prospect.

You will attract, nurture, and grow high-value client relationships through advice across everyday banking, investments, and credit. The position involves client discovery, proactive communication, digital enablement, and collaboration with RBC partners. You will address complex personal and business needs with appropriate solutions.

Key Responsibilities:

- Uncover client needs and deliver client-centric financial advice
- Address complex credit and investment requirements appropriately
- Build relationships supporting acquisition and client retention
- Educate clients about digital self-service and channel choices




- Collaborate with financial planning and business banking professionals

Requirements:

- Valid Mutual Funds accreditation through recognized Canadian coursework
- Completed DFSA designation or Quebec personal finance certificate
- Two to three years' financial services sales experience
- Experience handling credit and investments
- Digital literacy across smartphones, tablets, and laptops

Bring empathy, advice expertise, and relationship-building skills to RBC’s personal and commercial banking team in New Westminster.

📌 RBC Personal Financial Advisor (New Westminster)
🏢 Royal Bank of Canada
📍 New Westminster

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