Senior Wealth Management Professional

2 days ago


Laval, Quebec, Canada Royal Bank of Canada Full time

Company Overview:

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Royal Bank of Canada is a leading financial institution with a long history of excellence in wealth management. Our team of dedicated professionals is committed to delivering exceptional service and results-driven advice to our clients.

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Salary: $75,000 - $90,000 per year, depending on experience and qualifications.

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Job Description:

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We are seeking an experienced Senior Wealth Management Professional to join our advisory team. As a key member of our team, you will be responsible for providing exceptional service and guidance to our clients, helping them achieve their financial goals and objectives.

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Your primary responsibilities will include:

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">Providing expert advice and guidance on investment strategies and portfolio management">Developing and implementing customized financial plans tailored to each client's unique needs and circumstances">Building and maintaining strong relationships with clients, ensuring excellent communication and customer service">Staying up-to-date with market trends and regulatory changes, applying this knowledge to inform your advice and guidance">">

Required Skills and Qualifications:

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To succeed in this role, you will need:

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">A minimum of 2 years' experience in wealth management or a related field">Strong knowledge of investment products and services, including securities, mutual funds, and insurance">Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues">Mastery of the French language">Certifications such as Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)">">

Benefits:

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We offer a comprehensive benefits package, including:

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">A competitive salary and bonus structure">A comprehensive Total Rewards Program, including flexible benefits and stock options">Ongoing training and professional development opportunities">The opportunity to work in a dynamic, collaborative environment with a talented team of professionals">A world-class training program in financial services">">

Others:

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We strive to provide an inclusive and equitable workplace for all employees, where everyone feels valued and empowered to reach their full potential. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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