Royal Bank of Canada
Kingston Group Financial Advisor Role
Job Description
Become an impactful Group Financial Advisor with RBC Group Advantage in Kingston, where your advisory skills will enhance client relationships and foster financial well-being.
This full-time role entails delivering professional advice on retirement and investment options to Group Advantage members. You will actively participate in onboarding processes and collaborate with specialists across RBC to meet clients’ financial aspirations. Utilize leading-edge technology to optimize client experiences and address complex needs effectively.
Key Responsibilities:
• Assess and identify client financial needs and goals
• Deliver expert advice on investments and credit solutions
• Engage clients through onboarding and educational events
• Team up with RBC experts for custom financial strategies
• Drive community engagement for client acquisition
Requirements:
• Mandatory Mutual Funds accreditation
• 2-3 years in the finance industry preferred
• Strong interpersona...
This full-time role entails delivering professional advice on retirement and investment options to Group Advantage members. You will actively participate in onboarding processes and collaborate with specialists across RBC to meet clients’ financial aspirations. Utilize leading-edge technology to optimize client experiences and address complex needs effectively.
Key Responsibilities:
• Assess and identify client financial needs and goals
• Deliver expert advice on investments and credit solutions
• Engage clients through onboarding and educational events
• Team up with RBC experts for custom financial strategies
• Drive community engagement for client acquisition
Requirements:
• Mandatory Mutual Funds accreditation
• 2-3 years in the finance industry preferred
• Strong interpersona...