Financial Sales Professional, Investment Solutions

5 days ago


Hamilton, Ontario, Canada Royal Bank of Canada Full time
Overview

Royal Bank of Canada is a leading financial institution seeking an experienced Financial Sales Professional to join its team. This exciting opportunity involves creating custom investment solutions for clients in the Greater Hamilton market.

Estimated Salary

$80,000 - $120,000 per year, commission-based, depending on experience and performance.

Job Description

This role requires a self-motivated individual with strong networking skills to acquire and consolidate existing and new-to-RBC clients and assets. As an RBC Financial Sales Professional, you will be responsible for providing tailor-made financial planning advice and solutions, connecting clients with the right RBC team members, and developing external business referral sources.

Key Responsibilities
  • Provide world-class advice and solutions using RBC's array of investment and portfolio solutions.
  • Acquire and consolidate existing and new-to-RBC clients and assets.
  • Connect clients with the right RBC team members to meet their needs.
  • Develop external business referral sources through networking, marketing, and centers of influence.
Requirements
  • Financial Planning Designation (PFP or CFP or QAFP).
  • Mutual Funds License (IFIC or CSC).
  • Minimum 2 years' experience in financial planning.
  • Proven networking and client acquisition skills.
  • Ability to cultivate strong partner relationships.
Benefits

Royal Bank of Canada offers a comprehensive Total Rewards Program, including a competitive commission structure, pension options, world-class training programs, and career development opportunities. Enjoy a dynamic, collaborative work environment where initiative and hard work are recognized and rewarded.



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