Financial Services Professional

4 weeks ago

Mississauga, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

Royal Bank of Canada is a leading financial institution committed to helping clients build financial success through a personalized approach. We are seeking talented, self-directed individuals with a growth- and goals-oriented mindset to join our team in providing proactive advice and support to clients and Investment Advisors, helping deepen existing relationships and welcome new clients to the firm.

As a Financial Services Professional, you will work with an Investment Advisor team and be responsible for providing expert advice and support to clients and the Investment Advisor, helping to identify new opportunities and grow the business.

What will you do?

Leverage your talent for planning to facilitate meetings and events for the Investment Advisor with clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, execute post-meeting work.

  • Prepare retirement projections for clients using internal software.
  • Coordinate the preparation of Investment Policy Statements.
  • Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
  • Effectively respond to client account inquiries and take ownership of follow-ups.
  • Help build and execute business plans, client segmentation exercises, and client service plans.
  • Identify opportunities for asset consolidation and referrals across the existing client base.
  • Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
  • Trading and/or portfolio design/rebalancing/support.
  • Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
  • Conducting review meetings with clients individually and with the Investment Advisor as required.
  • Support both the advisory team and our clients throughout the Wealth Management process.

What do you need to succeed?

Must Have

  • Approval as a Registered Representative (RR) with IIROC.
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT).
  • University degree preferably in a financial discipline.
  • Exceptional written and verbal communication skills in English.
  • Strong skills working with business applications/technology, including Microsoft Office Suite.
  • Minimum of 5 years of professional experience within the investment industry.
  • Highly developed client service skills with the ability to remain calm and focused under pressure.
  • CFP Designation.

Nice to Have

  • Meticulous attention to detail and strong problem-solving and analytical skills.

What's in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team.
  • Challenging work that will help you grow professionally.
  • Ongoing opportunities to build close relationships with clients.

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Job Type:

Full time

Platform:

WEALTH MANAGEMENT

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At Royal Bank of Canada, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

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