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Financial Services Professional

2 months ago


Oshawa, Ontario, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Professional to join our team at Royal Bank of Canada. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  1. Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their complex financial needs and provide tailored investment advice.
  2. Investment Planning: Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients, ensuring their financial goals are met.
  3. Business Development: Foster trusted, long-term relationships with clients and establish reciprocal relationships with RBC partners to ensure clients receive comprehensive financial support.
  4. Financial Analysis: Conduct thorough financial analysis to identify opportunities and challenges, providing clients with expert advice to optimize their financial well-being.
Requirements
  1. Experience: 4-6 years of outbound sales experience, with a proven track record of success in high-value sales and business development.
  2. Certifications: Canadian Securities Course (CSC) or equivalent, with a passion for financial planning and a keen interest in portfolio management.
  3. Skills: Excellent people and problem-solving skills, with the ability to build and maintain strong relationships with clients and partners.
What We Offer
  1. Total Rewards Package: Comprehensive benefits, including parental leave, flexible work arrangements, and a supportive, inclusive culture.
  2. Unlimited Earning Potential: Base salary, commission, and fees, with opportunities for advancement and professional growth.
  3. Autonomy and Flexibility: Work in a flexible environment, with the autonomy to build and run your own business within the RBC brand.