Senior Financial Services Specialist

6 days ago


Guelph, Ontario, Canada Royal Bank of Canada Full time
Unlock Your Potential as a Senior Financial Services Specialist

About the Role:

We are seeking an experienced Senior Financial Services Specialist to join our team in Guelph. As a key member of our Personal and Commercial Banking division, you will play a vital role in delivering exceptional client experiences and driving business growth.

Your Key Responsibilities:

  • Client Engagement: Build and maintain strong relationships with high-value personal and small business clients, understanding their financial needs and providing expert advice to help them achieve their goals.
  • Financial Planning: Collaborate with market-leading professionals to offer customized and targeted financial solutions, leveraging technology to deliver exceptional client experiences and drive sales and retention.
  • Leadership: Demonstrate leadership skills by mentoring and coaching junior team members, contributing to a positive and inclusive work environment.

Requirements:

  • Qualifications: Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) and completed Certificate in Financial Services Advice, offered through the CSI.
  • Experience: 2-3 years of proven sales experience in the financial services industry, handling credit and investments, with demonstrated ability to build trust and maintain long-term client relationships.
  • Digital Literacy: Strong digital literacy across a broad range of devices, including smartphones, tablets, laptops, etc.

What We Offer:

  • Competitive Salary: $70,000 - $90,000 per year, based on experience.
  • Benefits: Comprehensive benefits package, including health, dental, and vision coverage, as well as a generous retirement plan.
  • Professional Development: Opportunities for career growth and professional development, including training and mentorship programs.

About Us:

Royal Bank of Canada is committed to building an inclusive and diverse workplace that reflects the communities we serve. We strive to create a work environment that is welcoming, respectful, and supportive of all employees, where everyone has the opportunity to reach their full potential.



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