Financial Services Representative- Full Time
Royal Bank of Canada
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.
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 an 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.
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
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., Second language skill
Active in developing a solid network in the local community
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.
Competitive salary, annual bonus, and recognition programs that reward top performance
Strong suite of tools, including emerging digital capability to enhance your competitive edge
Opportunity to represent Canada’s leading financial services brand in your community
Full time Platform:
PERSONAL & COMMERCIAL BANKING Job Type:
Regular – Trainee (Trainee) Pay Type:
We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
- ...memorable client experience, drive sales, and retain business Respond to client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in conversation to further understand their individual needs Proactively take...SuggestedPart timeTraineeshipFlexible hours
$900.47 - $1573.13 per week
...Financial Services Representative (Permanent, Full-time) Location: Parry Sound, ON Hours: 37.5 hours per week, Monday to Saturday Rate of Pay: $900.47 - $1,573.13 per week (plus applicable benefits) Compensation Compensation for this position is determined by...SuggestedPermanent employmentFull time- ...opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Financial strength and strong brand to support your goals Job Skills Building Talent, Critical Thinking, Inspiring, Long Term...SuggestedLong term contractFull timeLocal areaFlexible hours
$65k - $75k per year
...operational plans aligned with the Foundation's strategic priorities; prepare reports and provide business analyses. Working with the Financial Manager and the CEO, monitor operational budget tracking expenditures and prepare regular budget analysis reports. Ensure...SuggestedFull timeSeasonal workWork at officeLocal area- ...Doing As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering...SuggestedFull timeBank staffFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative- Full Time. Be the first to apply!
- customer team member Parry Sound, ON
- customer service representative no experience Parry Sound, ON
- customer service assistant work from home Parry Sound, ON
- customer service representative full time Parry Sound, ON
- work at home customer service representative Parry Sound, ON
- customer service associate Parry Sound, ON
- full time salary manager Parry Sound, ON
- full time work from home Parry Sound, ON
- dental full time Parry Sound, ON
- ups full time Parry Sound, ON
