WF
Business Relationship Support Associate Manager overseeing client services team at Wells Fargo. Leading business relationship support while ensuring compliance and process improvements.
About the role
- RBC Financial Advisor nurturing relationships with personal and small business clients. Providing professional advice and empowering clients toward their financial goals.
Responsibilities
- As an RBC Financial Advisor, you attract, nurture, and grow relationships with clients
- Provide proactive, professional advice and collaborate with RBC partners
- Consistently demonstrate empathy, kindness and take the time to understand client circumstances
- Communicate effectively to uncover client needs, deliver client centric advice and resolve concerns
- Use own advice capabilities and partner with the right RBC ecosystem
- Provide professional advice and education addressing complex credit and investments
- Champion digital enablement by proactively educating clients to self-serve
- Make good use of technology to connect with clients virtually and face to face
- Implement effective contact and relationship building strategies for new client acquisition and retention
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts
Requirements
- Must-have: Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Must-have: Designed Financial Services Advisor (DFSA) designation (excl. Quebec)
- Must-have: Completed Certificate of Achievement – Personal Finance (in Quebec)
- 2-3 years of proven sales experience in the financial services industry, handling credit and investments
- Demonstrated ability to build trust and maintain long-term client relationships
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Candidate must be mobile to the following RBC branch locations: Bowmanville, Port Hope, and Cobourg
- Nice-to-have: Second language skill
- Nice-to-have: Active in developing a solid network in the local community
Benefits
- Competitive salary, annual bonus, and recognition programs that reward top performance
- Career development and top-notch sales coaching to take your career to the next level
- Strong suite of tools, including emerging digital capability to enhance your competitive edge
Job title
Job type
Experience level
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Not specified
Degree requirement
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