Financial Advisor
$150,000–$200,000 year
On-siteMoose Jaw, Saskatchewan, Canada
Job Summary
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice on everyday banking, investments, and credit. Communicate effectively to uncover needs, deliver client-centric solutions, and resolve concerns at first point of contact. Use your own advice capabilities and those of RBC partners to meet clients' entire suite of financial needs, while championing digital enablement to encourage self-service. Implement effective contact and relationship building strategies to accelerate new client acquisition and retention in your local community. Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure customized advice. This role requires a Valid Mutual Funds accreditation and DFSA designation, with a schedule of 37.5 hours per week.
Required Qualifications
- 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
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
Desired Qualifications
- Second language skill
- Active in developing a solid network in the local community
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