R

Royal Bank of Canada

Global banking, wealth management, and insurance

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeVictoria, BC, CanadaIn-person

About the Job

Requirements

  • Hold valid mutual funds accreditation through Investment Funds in Canada or the Canadian Securities Course.
  • For Canada outside Quebec, have completed the Designated Financial Services Advisor designation through the Canadian Securities Institute, including Personal Financial Service Advice and Financial Planning I.
  • For Quebec, have completed the Certificate of Achievement – Personal Finance through the Canadian Securities Institute, including Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, and Insurance and Retirement – Quebec.
  • Have 2–3 years of proven sales experience in the financial services industry, handling credit and investments.
  • Demonstrate the ability to build trust and maintain long-term client relationships.
  • Have digital literacy across a broad range of devices, including smartphones, tablets, and laptops.

Responsibilities

  • Demonstrate empathy and kindness, and take time to understand circumstances, motivators, and concerns in interactions with colleagues and clients.
  • Communicate effectively to uncover client needs, deliver client-centric advice and solutions, and proactively resolve client concerns at first point of contact.
  • Use personal advice capabilities and appropriate RBC partners to meet clients’ full range of personal and business financial needs.
  • Provide professional advice and education on complex credit and investments, ensuring recommended solutions are appropriate for clients’ needs and financial circumstances.
  • Promote digital enablement by educating clients to self-serve, leading with advice, serving digitally where possible, and encouraging clients to use their preferred channel.
  • Use technology to connect with clients virtually and face to face.
  • Implement contact and relationship-building strategies to accelerate new client acquisition and retention in the local community.
  • Collaborate with financial planning, retirement planning, mortgage, and business banking professionals to provide clients with customized expert advice.

Desired Qualifications

  • Cantonese and/or Mandarin language skills.
  • Develop a solid network in the local community.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

Recently Posted Jobs

Explore more opportunities at Royal Bank of Canada

See more jobs