Financial Advisor (Kingston)
Financial Advisor (Kingston)
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Kingston, Canada
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Last edited: less than a week ago
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Description
Job Overview As an RBC Financial Advisor, you attract, nurture, and grow relationships with high-value personal and small business clients, adding value in the moments that matter. You provide proactive, skilled advice and collaborate with RBC partners to help clients with their goals and key life events. Responsibilities - Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients - Communicate effectively to uncover client needs, deliver client‑centric advice, solutions and proactively resolve client concerns at first point of contact - Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business - Provide professional advice and education with the ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances - Champion digital enablement by proactively educating our clients to self‑serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice - Make good use of technology to connect with clients both virtually and face‑to‑face - Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community - Collaborate with market‑leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice Qualifications Must‑have - Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) - Canada (excluding Quebec) – Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I) - Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec) - 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 - Second language skill - Active in 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. Job Skills Client Centricity, Communication, Critical Thinking, Curious Mindset Additional Job Details - Address: 65 Princess St, Kingston, Canada - Work hours/week: 37.5 - Employment Type: Full time - Platform: PERSONAL & COMMERCIAL BANKING - Job Type: Regular – Trainee (Trainee) - Pay Type: Salaried Application Deadline (Applications accepted until 11:59 PM on the day prior to the deadline) Equal Opportunity Statement At RBC, we are guided by shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace with diverse perspectives is core to our continued growth. RBC strives to deliver a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ocoxq
Highlights
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Company nameRBC
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Job positionFinancial Advisor (Kingston)
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