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Financial Services Expert

2 months ago

Gatineau, Quebec, Canada Royal Bank of Canada Full time

Royal Bank of Canada is seeking a skilled Financial Services Expert to join our team in GATINEAU, Canada.

Job Description

We 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
Requirements
  • 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)
What We Offer
  • 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