Strategic Financial Consultant

2 weeks ago


Mississauga, Ontario, Canada RBC Dominion Securities Inc. Full time

Job Summary

We are seeking a highly skilled Strategic Financial Consultant to join our team at RBC Dominion Securities Inc. The ideal candidate will have a strong background in financial services and the ability to build and maintain relationships with high net worth clients.

Key Responsibilities:

  • Introduces products and services to high net worth clients, providing tailored solutions to meet their financial needs.
  • Built relationships with internal and external clients through the utilization of appropriate tools or technologies, ensuring seamless communication and collaboration.
  • Reviews day-to-day execution of deals to ensure quality and efficiency, identifying areas for improvement and implementing process enhancements.
  • Monitors business performance and market conditions, making informed decisions to drive growth and profitability.
  • Develops and maintains a deep understanding of clients' financial situations, providing expert advice and guidance to ensure their long-term financial success.

Requirements:

  • Proven experience in financial services, with a strong track record of building and maintaining relationships with high net worth clients.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed decisions.
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships with internal and external stakeholders.
  • Highly organized and proactive, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Strong technical skills, with the ability to utilize relevant tools and technologies to drive business results.


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