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Financial Services Professional

2 months ago

Smiths Falls, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Opportunity Overview

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 high-value personal and small business clients.

Key Responsibilities

  • Client Acquisition and Retention
    • Identify and pursue new business opportunities to grow our client base
    • Develop and maintain strong relationships with existing clients to ensure their ongoing needs are met
  • Financial Planning and Advice
    • Provide expert financial planning and advice to clients to help them achieve their financial goals
    • Collaborate with internal partners to deliver comprehensive financial solutions to clients
  • Business Development
    • Develop and implement business growth strategies to increase revenue and market share
    • Stay up-to-date with industry trends and developments to ensure our clients receive the best possible advice
  • Team Collaboration
    • Work closely with colleagues to share best practices and knowledge
    • Contribute to a positive and inclusive team culture

Requirements

  • Education and Certifications
    • 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)
  • Experience and Skills
    • 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 (i.e., smartphones, tablets, laptops, etc.)
  • Personal Qualities
    • Strong communication and interpersonal skills
    • Ability to work in a fast-paced environment and prioritize multiple tasks
    • Commitment to delivering exceptional client service

What We Offer

  • Competitive Compensation and Benefits
    • Competitive salary and annual bonus
    • Comprehensive benefits package, including health, dental, and vision coverage
  • Professional Development Opportunities
    • Access to training and development programs to enhance your skills and knowledge
    • Opportunities for career advancement and professional growth
  • Collaborative and Inclusive Work Environment
    • Work in a dynamic and supportive team environment
    • Opportunities to contribute to a positive and inclusive team culture