Job Description
Elevate your career as an RBC Group Financial Advisor in Kingston, Canada. Focus on fostering client relationships while offering expert retirement savings guidance and financial solutions.
As a Financial Advisor at RBC, you'll engage with Group Advantage clients to address their financial needs. Utilizing your strong advisory skills, you will lead onboarding discussions and collaborate with RBC professionals to provide tailored advice. Your efforts will be instrumental in creating positive client experiences and helping clients navigate their financial journeys.
Key Responsibilities:
• Communicate with clients to discover their financial goals
• Provide professional advice on credit and investment needs
• Facilitate onboarding during RBC at Work events
• Partner with experts in financial and retirement planning
• Resolve client banking challenges proactively
Requirements:
• Valid Mutual Funds accreditation required
• 2-3 years of experience in financial s...
As a Financial Advisor at RBC, you'll engage with Group Advantage clients to address their financial needs. Utilizing your strong advisory skills, you will lead onboarding discussions and collaborate with RBC professionals to provide tailored advice. Your efforts will be instrumental in creating positive client experiences and helping clients navigate their financial journeys.
Key Responsibilities:
• Communicate with clients to discover their financial goals
• Provide professional advice on credit and investment needs
• Facilitate onboarding during RBC at Work events
• Partner with experts in financial and retirement planning
• Resolve client banking challenges proactively
Requirements:
• Valid Mutual Funds accreditation required
• 2-3 years of experience in financial s...