Expert Financial Professional
5 days ago
We are seeking a highly skilled Expert Financial Professional to join our team in Montreal.
About the Role
- Provide expert advice to high-value clients on financial matters.
- Nurture and grow relationships with clients to meet their financial needs.
- Collaborate with RBC partners to deliver comprehensive financial solutions.
- Communicate effectively with clients to understand their needs and concerns.
- Develop and implement effective contact and relationship-building strategies.
Requirements
- Valid Mutual Funds accreditation.
- 1-2 years of proven sales experience in the financial services industry.
- Demonstrated ability to build trust and maintain long-term client relationships.
- Digital literacy across a broad range of devices.
- Fluency in both French and English.
What We Offer
- A dynamic, collaborative, and progressive work environment.
- Leaders who support your development with coaching and learning opportunities.
- The ability to make a difference and lasting impact.
- A comfortable work environment with the ability to dress casually.
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