Group Financial Advisor

Job Description

Job Description What is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP’s, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace. As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member 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. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. 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 Participate in RBC at Work Group Advantage events and member onboarding Collaborate with market-leading professionals in Group Advantage, 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 enable performance 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 (e.g., Personal Financial Service Advice and Financial Planning I) 2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the client Demonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partners Agile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environment Digital savviness across multiple platforms and devices (i.e. Client 360, e-signature, mobile technologies. Comfortable navigating with and for clients Nice-to-have: Valid DFSA – designa

Required Skills