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Financial Services Professional

2 months ago

Peterborough, Ontario, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Professional to join our team at the Royal Bank of Canada. As a Financial Advisor, you will play a key role in building and maintaining strong relationships with our clients, providing them with expert advice and guidance to help them achieve their financial goals.

Key Responsibilities
  • Client Relationship Management
    • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
    • Provide expert advice and guidance to clients on financial planning, investments, and credit.
  • Business Development
    • Identify and pursue new business opportunities, building relationships with potential clients and partners.
    • Develop and implement effective sales strategies to drive business growth.
  • Financial Planning and Advice
    • Provide clients with comprehensive financial planning and advice, including investment and credit solutions.
    • Collaborate with internal partners to deliver tailored solutions to clients.
  • Communication and Relationship Building
    • Communicate effectively with clients, understanding their needs and concerns.
    • Build and maintain strong relationships with clients, partners, and internal stakeholders.
Requirements
  • Education and Experience
    • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
    • Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I).
    • 1-2 years of proven sales experience in the financial services industry, handling credit and investments.
  • Skills and Abilities
    • 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.).
What We Offer
  • Competitive Compensation and Benefits
    • Competitive salary and annual bonus.
    • Strong suite of tools, including emerging digital capability to enhance your competitive edge.
  • Opportunities for Growth and Development
    • Career development and top-notch sales coaching to take your career to the next level.