Group Financial Advisor

RBC is a leading financial institution offering a range of retirement savings products and expert advice. The Group Financial Advisor role involves building and nurturing relationships with clients, providing tailored financial advice, and collaborating with various experts to meet client needs.

Responsibilities:

• Communicate with clients to learn about their needs and help them achieve their goals
• Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
• Participate in RBC at Work Group Advantage events and member onboarding
• Collaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
• Leverage technology to deliver on client experience and enable performance and retention
• Proactively take ownership of resolving and preventing client’s banking problems
• Implement contact and relationship building strategies, and support new client acquisition in local community
• Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking