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Financial Services Professional

2 months ago

Peterborough, Ontario, Canada Royal Bank of Canada> Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Professional to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance to help them achieve their financial goals.

Key Responsibilities
  • Client Relationship Management
    • Develop and maintain strong relationships with clients to understand their financial needs and goals
    • Provide expert advice and guidance to clients on financial planning, investments, and credit
    • Collaborate with internal partners to deliver comprehensive financial solutions to clients
  • Business Development
    • Identify and pursue new business opportunities to grow our client base
    • Develop and implement effective sales strategies to meet or exceed sales targets
    • Build and maintain strong relationships with key stakeholders, including clients, partners, and colleagues
  • Financial Planning and Advice
    • Provide expert financial planning and advice to clients on a range of financial products and services
    • Develop and implement comprehensive financial plans to help clients achieve their goals
    • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice
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)
    • 1-2 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.)
    • Strong communication and interpersonal skills
What We Offer
  • Competitive Compensation and Benefits
    • Competitive salary and annual bonus
    • Comprehensive benefits package, including health, dental, and vision coverage
    • Retirement savings plan with employer matching
  • Professional Development and Growth Opportunities
    • Access to training and development programs to enhance skills and knowledge
    • Opportunities for career advancement and professional growth
    • Collaborative and supportive work environment
Why Join Us?

We are committed to building a diverse and inclusive team that reflects the communities we serve. We believe in the importance of creating a workplace culture that values and respects the unique perspectives and experiences of our employees. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.