Financial Services Professional
7 days ago
Job Summary
We are seeking a highly skilled and experienced Financial Services Professional to join our team at the Royal Bank of Canada. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.
Key Responsibilities
- Client Acquisition and Retention
- Develop and implement effective strategies to acquire and retain clients, including identifying new business opportunities and building strong relationships with existing clients.
- Financial Planning and Advice
- Provide expert financial planning and advice to clients, including creating personalized financial plans and recommending investment and credit solutions.
- Relationship Building and Management
- Build and maintain strong relationships with clients, including understanding their financial goals and objectives, and providing proactive advice and guidance to help them achieve their goals.
- Collaboration and Communication
- Collaborate with other RBC professionals, including financial planners, investment advisors, and credit specialists, to provide comprehensive financial solutions to clients.
- Communicate effectively with clients, including providing clear and concise advice and guidance, and responding to client inquiries and concerns in a timely and professional manner.
Requirements
- Education and Experience
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
- Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
- 2-3 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
- Professional Development and Growth Opportunities
- Career development and top-notch sales coaching to take your career to the next level
- Collaborative and Supportive Work Environment
- Opportunity to work with a talented and dedicated team of professionals who are passionate about delivering exceptional client service
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