Financial Services Expert

4 days ago


Oshawa, Ontario, Canada Royal Bank of Canada> Full time
Job Overview

Royal Bank of Canada is seeking an experienced Financial Services Expert to join our team as a Client Success Specialist. This role is ideal for a client-focused individual with strong problem-solving skills and a passion for delivering exceptional customer experiences.

About the Role

As a Client Success Specialist, you will be responsible for proactively engaging with clients in all areas of the branch and community, uncovering their banking needs, providing help and advice, and identifying sales and referral opportunities. You will focus on client education and demonstration, leveraging technology to deliver memorable client experiences, drive sales, and retain business. Your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

Key Responsibilities
  • Proactively engage with clients in all areas of the branch and in the community to understand their banking needs.
  • Provide help and advice to clients, identifying sales and referral opportunities.
  • Foster strong relationships with clients, building trust and understanding their financial goals.
  • Leverage technology to deliver exceptional client experiences, drive sales, and retain business.
Requirements

To succeed in this role, you will need:

  • Mutual Funds accreditation or willingness to obtain it (Investment Funds in Canada or the Canadian Securities Course).
  • Demonstrated passion for putting clients first, with 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 (smartphones, tablets, laptops, etc.).
Benefits

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, and a world-class training program in financial services. Our excellent career development opportunities, access to various job roles, and leaders who support your growth make us an attractive choice for professionals looking to advance their careers.

What We Offer
  • A highly competitive salary of $60,000 - $80,000 per year, depending on experience.
  • A dynamic and collaborative work environment that values innovation and creativity.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A comprehensive benefits package, including health, dental, and vision coverage.


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