Financial Services Professional

5 days ago

Toronto, 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 - Royal Bank. 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

  • Consistently demonstrate empathy, kindness, and take the time to understand circumstances, motivators, and concerns in all interactions with colleagues and clients.
  • Communicate effectively to uncover client needs, deliver client-centric advice, solutions, and proactively resolve client concerns at first point of contact.
  • Use your own advice capabilities, as well as those of the right partner in the RBC ecosystem, to meet our clients' entire suite of financial needs, both personal and business.
  • Provide professional advice and education with the ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
  • Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible, and encouraging our clients to interact with us in their channel of choice.
  • Make good use of technology to connect with clients both virtually and face-to-face.
  • Implement effective contact and relationship-building strategies that accelerate new client acquisition and retention in your local community.
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.

Requirements

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
  • Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e., Personal Financial Service Advice and Financial Planning I).
  • 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.).

What We Offer

  • Career development and top-notch sales coaching to take your career to the next level.
  • Competitive salary, annual bonus, and recognition programs that reward top performance.
  • Strong suite of tools, including emerging digital capability to enhance your competitive edge.
  • Opportunity to represent Canada's leading financial services brand in your community.

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