Financial Services Professional
4 weeks ago
Job Opportunity:
As a Financial Services Professional at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of high-net-worth clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.
Key Responsibilities:
- Provide tailor-made financial planning advice and help clients reach their goals, using our comprehensive array of investment, credit, and banking solutions.
- Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Requirements:
- Financial Planning Designation (PFP or CFP or QAFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years' experience in financial planning within a financial institution
- Strong investment and credit experience/knowledge
- Ability to be decisive in decision making and process heavy volumes
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
- Fluent in English and Second Language is an asset
What We Offer:
- Full-time employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
Job Details:
- Business Type: Financial Services
- Industry: Banking
- Job Type: Full-time
- Pay Type: Salaried
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