High-Performing Financial Strategist
6 days ago
Unlock your earning potential as a High-Performing Financial Strategist with Royal Bank of Canada.
Salary: $110,000 - $170,000 per year (estimated)
About the RoleAs a High-Performing Financial Strategist, you will be responsible for providing expert financial planning and investment advice to high-net-worth individuals, families, and business owners. You will work closely with clients to understand their financial goals and develop tailored strategies to achieve them.
This is an exciting opportunity to join our team and leverage your skills and experience to make a real impact on people's lives.
Key Responsibilities- Build and maintain relationships with high-net-worth clients through exceptional customer service and proactive communication
- Develop and implement comprehensive financial plans that meet clients' unique needs and goals
- Analyze complex financial data to identify opportunities and challenges, and provide actionable recommendations to clients
- Collaborate with internal teams, such as Private Banking and Investment Services, to ensure seamless delivery of client solutions
To succeed in this role, you will need:
- 4-6 years of experience in outbound sales or financial services, with a proven track record of success
- Completed the Canadian Securities Course (CSC) or equivalent certification
- Strong relationship-building skills, with the ability to connect with diverse individuals and build trust
- Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and develop creative solutions
We offer a comprehensive compensation package, including:
- A base salary of $110,000 - $140,000 per year, plus unlimited earning potential through commission and fees
- A comprehensive benefits package, including health, dental, and vision insurance, as well as retirement savings options
- Opportunities for professional development and career advancement
- A supportive, inclusive work environment that values diversity and promotes work-life balance
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