Make a difference in client financial well-being as an RBC Financial Advisor in Kingston, Canada. Your role is pivotal in providing expert retirement and investment advice.
As part of RBC Group Advantage, you'll engage with a diverse client base, offering proactive financial solutions tailored to their needs. You'll lead onboarding discussions and collaborate with a wide range of experts to deliver comprehensive advice. Your skills will foster trust and long-term client relationships.
Key Responsibilities:
• Identify and assess client financial goals and needs
• Deliver expert advice on credit and investments
• Participate in RBC at Work Group Advantage activities
• Collaborate with industry professionals for client benefit
• Use technology to enhance client interactions
Requirements:
• Valid Mutual Funds accreditation essential
• 2-3 years in financial services with proven results
• Exceptional relationship management skills
• Digital literacy in ba...