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Investment Funds Specialist

2 months ago

Vancouver, British Columbia, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the Opportunity?

The Royal Bank of Canada is seeking a highly skilled Investment Funds Specialist to join our team. As a key member of our wealth management division, you will be responsible for providing exceptional client service and growing our direct-to-investor distribution business.

Key Responsibilities

  • Provide investment advice to clients over the phone, analyzing their goals and objectives to recommend a tailored mix of funds.
  • Stay up-to-date on market trends and regulatory requirements to ensure compliance and provide expert guidance to clients.
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing personalized solutions.
  • Collaborate with internal teams to ensure seamless client service and achieve business objectives.

Requirements

  • Minimum 1-3 years of experience in the financial industry, with a focus on investment funds and wealth management.
  • Strong knowledge of Canadian securities and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to work autonomously and as part of a team.
  • Bilingualism in French and English is a strong asset.

What We Offer

  • A comprehensive compensation package, including bonuses and flexible benefits.
  • Opportunities for career growth and professional development.
  • A dynamic and collaborative work environment.
  • Access to a wide range of job opportunities across the organization.

Job Skills

  • Investment Banking
  • Investment Consulting
  • Investment Management
  • Private Banking
  • Product Services

Additional Job Details

Employment Type: Full-time

Pay Type: Salaried