Expert Banking Professional
3 weeks ago
Opportunity Overview
As a Financial Advisor at Royal Bank of Canada, you will have the opportunity to build and maintain relationships with high-value clients, providing them with proactive and professional advice to help them achieve their financial goals. You will work closely with clients to understand their needs and provide tailored solutions to meet their financial objectives.
Key Responsibilities
- Develop and maintain strong relationships with clients, understanding their financial needs and providing personalized advice and solutions.
- Collaborate with internal partners to provide comprehensive financial solutions to clients.
- Stay up-to-date with industry trends and developments to provide expert advice to clients.
- Work in a dynamic and collaborative team environment to achieve business objectives.
- Meet or exceed sales targets and revenue goals.
Requirements
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
- Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute.
- 1-2 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.
- Fluency in both French and English.
What We Offer
- A dynamic and collaborative work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
- The chance to make a meaningful impact on clients' lives.
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