Financial Services Expert
1 week ago
Royal Bank of Canada is seeking a skilled Financial Services Expert to join our team in GATINEAU, Canada.
Job DescriptionWe are looking for a detail-oriented and customer-focused professional to provide expert advice on financial services to our clients. As a Financial Services Expert, you will be responsible for building long-term relationships with our clients, understanding their financial needs, and providing tailored solutions to meet those needs.
The ideal candidate will have excellent communication skills, a strong ability to analyze complex financial information, and a passion for delivering exceptional customer service.
Responsibilities- Provide expert advice on financial services to clients, including investments, credit, and banking products
- Build and maintain strong relationships with clients through regular communication and follow-up
- Analyze client financial information to identify areas of opportunity and develop customized solutions
- Work closely with internal stakeholders to ensure seamless delivery of financial services
- Stay up-to-date on industry trends and developments to maintain expertise and make informed recommendations to clients
- Bachelor's degree in a relevant field (e.g., finance, business, economics)
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- 1-2 years of experience in the financial services industry, handling credit and investments
- Demonstrated ability to build trust and maintain long-term client relationships
- Fluency in English and French (both written and spoken)
- A competitive salary of $85,000 per year
- A comprehensive benefits package, including medical, dental, and vision coverage
- A generous retirement plan, including a company match
- Opportunities for career growth and professional development
- A dynamic and supportive work environment
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