Senior Investment and Financial Services Specialist
3 weeks ago
Job Title: Senior Investment and Financial Services Specialist
">About the Role:
">We are seeking a highly motivated and experienced professional to join our team as a Senior Investment and Financial Services Specialist. This role will be responsible for providing exceptional support to our Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners.
">Key Responsibilities:
">- Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners
- Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email
- Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required
- Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
- Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the teams' annual plan
- Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
- Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact
Requirements:
">To be successful in this role, you will require:
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
- Previous experience in investments
- Demonstrated success working in a fast-paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
- IT literacy including the Microsoft Office suite of products, and digital knowledge
- Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Ability to work both independently and in a team environment, demonstrating strong collaboration skills
Benefits:
">We offer a comprehensive Total Rewards Program, including:
- A competitive salary of approximately $60,000 - $80,000 per annum, based on location and experience
- Opportunities for career advancement and professional growth
- Support from a dynamic, collaborative, progressive, and high-performing team, as well as world-class tools, coaching, and development opportunities
About Us:
">Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
">Contact Us:
">Please note that we do not accept applications by email or through social media. To apply, please visit our website at jobs.rbc.com and submit your application through our online portal.
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