Financial Services Professional

4 weeks ago


Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

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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