Job opportunity
RBC Personal Financial Advisor
Royal Bank of Canada
RBC Financial Advisors use empathy and financial expertise to serve personal and small business clients in New Westminster. This is a full-time opportunity.
You will attract, nurture, and grow high-value client relationships through advice across everyday banking, investments, and credit. The position involves client discovery, proactive communication, digital enablement, and collaboration with RBC partners. You will address complex personal and business needs with appropriate solutions.
Key Responsibilities:
Uncover client needs and deliver client-centric financial advice
Address complex credit and investment requirements appropriately
Build relationships supporting acquisition and client retention
Educate clients about digital self-service and channel choices
Collaborate with financial planning and business banking professionals
Requirements:
Valid Mutual Funds accreditation through recognized Canadian coursework
Completed DFSA designation or Quebec personal finance certificate
Two to three years' financial services sales experience
Experience handling credit and investments
Digital literacy across smartphones, tablets, and laptops
Bring empathy, advice expertise, and relationship-building skills to RBC’s personal and commercial banking team in New Westminster.
#J-18808-Ljbffr
Apply on source site You will attract, nurture, and grow high-value client relationships through advice across everyday banking, investments, and credit. The position involves client discovery, proactive communication, digital enablement, and collaboration with RBC partners. You will address complex personal and business needs with appropriate solutions.
Key Responsibilities:
Uncover client needs and deliver client-centric financial advice
Address complex credit and investment requirements appropriately
Build relationships supporting acquisition and client retention
Educate clients about digital self-service and channel choices
Collaborate with financial planning and business banking professionals
Requirements:
Valid Mutual Funds accreditation through recognized Canadian coursework
Completed DFSA designation or Quebec personal finance certificate
Two to three years' financial services sales experience
Experience handling credit and investments
Digital literacy across smartphones, tablets, and laptops
Bring empathy, advice expertise, and relationship-building skills to RBC’s personal and commercial banking team in New Westminster.
#J-18808-Ljbffr