RBC Advantage Financial Advisor
Job Summary
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
Bachelors 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
Whats 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
The good-faith expected salary range for the above position is $65,000 - $115,000 depending on factors including but not limited to the candidates experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBCs high performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
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
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-02-07
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Apply Now
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
Bachelors 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
Whats 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
The good-faith expected salary range for the above position is $65,000 - $115,000 depending on factors including but not limited to the candidates experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBCs high performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
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
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-02-07
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Apply Now