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Job Description
What is the opportunity?
The Centralized Financial Advisor will provide telephonic advice and guidance to existing and prospective clients in the selection of products and services best suited to meet their financial goals. The clientele may come from a variety of channels including but not limited to PCG FA referrals and digital marketing inquiries. Centralized Financial Advisors are expected to have strong working knowledge of all products and strategies made available to them. They will develop and maintain relationships with existing clients and build relationships with new clients. The goal is to demonstrate to clients and prospects the value of the Centralized Solutions platform, resulting in asset accumulation and retention and client satisfaction.
What will you do?
- Provide high quality service via telephone to clients transferred from sources including but not limited to PCG FAs and digital channels
- Assess clients’ individual investment objectives, tolerance for risk, financial capabilities, investment potential, and respond to their needs and the market.
- Meet/exceed minimum expectations for business development production on a quarterly and annual basis.
- Using knowledge of the financial industry and advice from internal product consultants, select suitable investments based on client needs and research recommendations, and promptly execute approved transactions.
- Adhere to all compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interest of the client and RBC.
- Continue to improve and develop skills, techniques and knowledge by participating in ongoing professional development programs.
What do you need to succeed?
Must-have
- Bachelor’s degree or equivalent work experience
- Series 7, 66 (63,65) and insurance licenses required
- 3-5 years of investment based sales and relationship management experience.
- Established track record of results and success in providing advice and expanding client relationships.
Nice-to-have
- MBA or advanced degree
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Accounting Finance, Budgeting, Cold Calling, Decision Making, Financial Engineering, Financial Statement Analysis, Interpersonal Relationship Management, Investment Management, Product Services, Sales and Operations Planning (S&OP)Additional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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