Financial Relationship Manager

7 days ago

St Catharines, Ontario, Canada Royal Bank of Canada Full time

Job Overview

The Royal Bank of Canada is seeking a Financial Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with clients, providing them with personalized financial solutions, and helping them achieve their financial goals.

About the Role

This is a salaried position that offers a competitive annual salary of $73,000 - $93,000, depending on experience, as well as opportunities for career advancement and professional growth.

Key Responsibilities

  • Proactively engage with clients in all areas of the branch and in the community to understand their financial needs and provide personalized solutions.
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive sales.
  • Respond to client-initiated contact, assisting them with a full range of financial transactions, including banking, credit, and investment services.
  • Actively listen and engage clients in conversation to further understand their individual needs and preferences.
  • Proactively take ownership of resolving and preventing client banking problems, ensuring timely and effective resolution.
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.

Requirements

  • Mutual Funds accreditation, or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course).
  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment.
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients.
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
  • Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.).

Benefits

  • A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits.
  • Continued opportunities for career advancement.
  • World-class sales training, coaching, and development opportunities.
  • Support from a dynamic, collaborative, progressive, and high-performing team, as well as world-class tools and training.
  • Opportunity to achieve great success and grow your career with RBC.

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.

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