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Financial Services Professional

2 months ago

Norfolk County, Ontario, Canada RBC - Royal Bank Full time

Job Summary

We are seeking a highly skilled and motivated Financial Services Professional to join our team at RBC. As a Financial Services Professional, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.

Key Responsibilities

  • Client Acquisition and Retention
    • Develop and implement effective strategies to acquire and retain clients, including identifying new business opportunities and building strong relationships with existing clients.
  • Financial Planning and Advice
    • Provide expert financial planning and advice to clients, including creating personalized financial plans and recommending investment and credit solutions.
  • Relationship Building and Management
    • Build and maintain strong relationships with clients, including understanding their financial goals and objectives, and providing ongoing support and guidance.
  • Collaboration and Communication
    • Collaborate with internal stakeholders, including financial advisors, investment specialists, and credit experts, to provide comprehensive financial solutions to clients.
    • Communicate effectively with clients, including providing clear and concise explanations of financial products and services.

Requirements

  • Education and Experience
    • 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)
    • 2-3 years of proven sales experience in the financial services industry, handling credit and investments
  • Skills and Abilities
    • 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.)

What We Offer

  • Competitive Compensation and Benefits
    • Competitive salary and annual bonus
    • Strong suite of tools, including emerging digital capability to enhance your competitive edge
  • Professional Development and Growth Opportunities
    • Career development and top-notch sales coaching to take your career to the next level
  • Collaborative and Supportive Work Environment
    • Opportunity to work with a talented and dedicated team of professionals