Full-Time

Financial Advisor

Posted on 4/11/2025

Royal Bank of Canada

Royal Bank of Canada

10,001+ employees

Global financial institution offering diverse services

No salary listed

Mid

Saskatoon, SK, Canada

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Connection
Connection
Connection
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Requirements
  • 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.)
Responsibilities
  • 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 sales 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
Desired Qualifications
  • Fluency in a second language
  • Active in the local community, developing a solid network in the local community

Royal Bank of Canada (RBC) is a major financial institution that provides a wide range of services including personal and commercial banking, wealth management, insurance, investor services, and capital markets. It serves over 17 million clients in Canada, the U.S., and 27 other countries. RBC generates revenue through various financial products such as loans, mortgages, and investment services. The bank focuses on using technology to enhance client experiences and is committed to community support through donations and volunteer activities. With over 94,000 employees, RBC aims to adapt to the changing needs of its clients while maintaining a strong corporate philosophy centered on social impact.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1864

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Canadian Tire enhances loyalty programs and revenue streams.
  • New leadership in Singapore boosts RBC's wealth management presence in Asia.
  • RBC's social responsibility initiatives attract socially conscious clients.

What critics are saying

  • Lawsuit from Richmond could lead to financial and reputational damage.
  • Potential U.S. trade war may impact RBC's financial stability.
  • Employee dissatisfaction post-acquisition could cause operational disruptions.

What makes Royal Bank of Canada unique

  • RBC's diversified business model spans banking, wealth management, and capital markets.
  • Strong focus on innovation enhances client experiences and service delivery.
  • Commitment to community support strengthens brand reputation and client loyalty.

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Benefits

Professional Development Budget

Flexible Work Hours

Performance Bonus

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MEAGAN GOOD, TATYANA ALI, NZINGA BLAKE, DEIONDRA SANDERS & MORE ATTEND 2025 LEADHER AWARDS PRESENTED BY RBC

OTTAWA, OTTAWA, CANADA, March 10, 2025 / EINPresswire.com / - In celebration of International Women's Day, the Equal Chance Foundation and Royal Bank of Canada (RBC) proudly hosted the 2025 LEADHER Awards, a night dedicated to recognizing women who are breaking barriers and challenging norms across business, technology, media, sports, education, and humanitarian work.

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