At a Glance
- Tasks: Build trusted relationships and provide proactive financial advice to clients.
- Company: Join RBC, a leading financial institution with a focus on client success.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on personal and professional development.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial services and strong relationship-building skills required.
The predicted salary is between 54000 - 66000 $ per year.
RBC Financial Advisors in Richmond build trusted relationships through investments, credit, and everyday banking expertise.
This full-time role serves personal and small business clients.
As an RBC Financial Advisor, you provide proactive advice for complex personal and business needs.
You uncover client priorities, recommend appropriate solutions, and collaborate with RBC partners.
Your work spans investments, credit, digital banking, and relationship development.
Key Responsibilities
- Understand client circumstances, motivators, concerns, and financial goals
- Deliver client-centric advice and resolve concerns at first contact
- Address complex credit and investment needs appropriately
- Educate clients about digital self-service and channel choices
- Build relationships supporting client acquisition and retention
Requirements
- Valid Mutual Funds accreditation through recognized Canadian coursework
- Completed DFSA designation outside Quebec, or Quebec certificate
- Two to three years financial services sales experience
- Experience handling credit and investments
- Ability to build trust and maintain long-term relationships
Bring financial advice, relationship building, and digital literacy to RBC clients across Richmond's personal and business communities.
Financial Advisor – Richmond employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
