Senior Wealth Management Professional

1 week ago


Oakville, Ontario, Canada Royal Bank of Canada Full time
Wealth Management Opportunity in Oakville

Royal Bank of Canada (RBC) is a leading investment and wealth management firm with a strong presence in Canada. We are proud to offer a collaborative and supportive culture that empowers our employees to excel in their roles and provide exceptional service to our clients.

As a Relationship Manager with RBC Dominion Securities, you will be responsible for establishing and maintaining relationships with high net worth individuals, families, and business owners in the Oakville area. Your primary goal will be to leverage your investment and relationship strategies to create customized wealth management services for clients and foster trusted, long-term relationships using personalized service and advice.

Key Responsibilities:
- Establish and maintain relationships with existing and new high net worth clients
- Develop and implement tailored wealth management plans to meet client needs
- Collaborate with RBC partners to provide comprehensive financial solutions

Requirements:
- 10 years of experience in a relationship manager role or similar position
- CSC, CPH, and WME designations
- Excellent organizational and time management skills to meet deadlines for meetings and presentations
- Self-confidence and ability to persuade
- Strong presentation skills and investment industry experience

What We Offer:
- A competitive total rewards program including bonuses and flexible benefits
- Opportunities for career growth and development through coaching and managing responsibilities
- Dynamic and collaborative work environment with a focus on delivering exceptional client service

Benefits:
- Comprehensive health and wellness program
- Employee assistance program
- Access to a variety of job opportunities across business and geographies

Location:
The successful candidate will be based in Oakville, Ontario, and will have the opportunity to work with a diverse range of clients in the area. With a focus on delivering exceptional client service, you will be an integral part of our team and contribute to the continued success of RBC Dominion Securities.

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