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Financial Services Advisor
2 months ago
At Royal Bank of Canada, we are seeking a highly skilled and motivated Financial Services Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, providing exceptional service and support to help them achieve their financial goals.
- Business Development: Identify and pursue new business opportunities, working closely with the Investment Advisor to develop and execute business plans.
- Client Service: Provide proactive client service, responding to client inquiries and resolving issues in a timely and professional manner.
- Trading and Portfolio Management: Assist with trading and portfolio management activities, ensuring that client portfolios are aligned with their investment objectives.
- Team Collaboration: Work closely with the Advisory Team to support the Wealth Management process, gathering relevant information and coordinating activities with Wealth Management specialists.
- Registration: Must be registered as a Registered Representative (RR) with IIROC.
- Education: University degree required.
- Experience: 2-4 years of experience in the investment industry, with a strong understanding of financial products and services.
- Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Competitive Compensation: A comprehensive compensation package, including bonuses and flexible benefits.
- Opportunities for Growth: Opportunities to develop your skills and advance your career in a dynamic and supportive environment.
- Collaborative Team: Work with a talented and dedicated team of professionals who are passionate about delivering exceptional client service.
