Financial Advisor for Retirement Solutions
RBC • belleville, Canada
Role Description
Transform client financial futures as a Financial Advisor with RBC in Kingston, Canada. Specialize in retirement savings products while offering personalized financial advice.
In this role, you'll leverage your financial knowledge to assist Group Advantage clients in achieving their goals. By participating in onboarding and advisory events, you will enhance client relationships and provide tailored solutions. Collaborate with RBC partners to ensure clients receive the highest level of service and advice.
Key Responsibilities:
• Dive deep into client needs for effective financial planning
• Educate clients about RBC product features and benefits
• Engage in Group Advantage onboarding sessions
• Work closely with retirement and financial planning professionals
• Take ownership of client banking solutions and issues
Requirements:
• Completed Certificate in Financial Services Advice
• 2-3 years’ experience in ...
In this role, you'll leverage your financial knowledge to assist Group Advantage clients in achieving their goals. By participating in onboarding and advisory events, you will enhance client relationships and provide tailored solutions. Collaborate with RBC partners to ensure clients receive the highest level of service and advice.
Key Responsibilities:
• Dive deep into client needs for effective financial planning
• Educate clients about RBC product features and benefits
• Engage in Group Advantage onboarding sessions
• Work closely with retirement and financial planning professionals
• Take ownership of client banking solutions and issues
Requirements:
• Completed Certificate in Financial Services Advice
• 2-3 years’ experience in ...