Advise high-value personal and small business clients at RBC in Burnaby, using relationship building, investments, and credit expertise. Full-time work is available.
As an RBC Financial Advisor, you nurture client relationships and provide proactive, qualified advice. You address everyday banking, investments, credit, and complex personal or business needs. Collaboration with RBC partners supports customized advice for client goals and key life events.
Key Responsibilities:
- Understand client circumstances, motivators, and concerns with empathy
- Uncover needs and deliver client-centric financial solutions
- Address complex credit and investment requirements appropriately
- Educate clients on digital self-service and channel choices
- Build relationships supporting acquisition and retention locally
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
- Ability to build trust and long-term relationships
Bring financial services sales, digital literacy, and trusted advice skills to RBC clients and communities from Burnaby.
📌 RBC Financial Advisor Burnaby
🏢 RBC
📍 Burnaby