Job Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships... Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice...
to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial... Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses...
range of financial transactions Actively listen and engage clients in conversation to further understand their individual... relationships within the financial or service industry What’s in it for you? We thrive on the challenge...
sales, and retain business Respond to client-initiated contact, assisting them with a full range of financial transactions... within the financial or service industry Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities...
an Investment Advisor's business by providing clients exceptional service in an efficient and professional manner. This is a 1... inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate Follow-up on client trades...