Financial Services Advisor

2 months ago

Sherbrooke, Quebec, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will be responsible for providing exceptional client service and support to our sophisticated clientele.

Key Responsibilities
  • Respond to client account inquiries and provide timely follow-up as required
  • Help build and execute business plans, client segmentation, and client service plans
  • Identify and execute opportunities among existing client base for asset consolidation, referrals, and other growth initiatives
  • Comanage client acquisition pipeline (prospects/leads) and work with the advisory team to close new opportunities
  • Execute trades and rebalance portfolios
  • Conduct ongoing research on markets and investments, providing regular updates to the advisory team
  • Support the advisory team and clients through the wealth management process, helping to gather relevant information, coordinate activities with wealth management specialists, track progress, and follow up
Requirements
  • Approval as a Registered Representative (RR) with CIRO
  • Successful completion of the Wealth Management Essentials (WME) course
  • University degree
  • A self-directed individual with a growth and goals-oriented mindset
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Strong working knowledge of Microsoft 365 apps
Preferred Qualifications
  • 4 years or more of professional experience within the investment industry
  • Meticulous attention to detail and strong problem-solving and analytical skills
  • Highly developed client service skills
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to build close relationships with clients

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