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Financial Services Professional: Winnipeg
4 weeks ago
Job Opportunity:
We are seeking a skilled Financial Services Professional to join our team in Winnipeg. As a Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.
Key Responsibilities:
- Communicate with clients to understand their needs and provide professional advice and education.
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized and targeted expert advice.
- Leverage technology to deliver exceptional client experiences and drive sales and retention.
- Proactively resolve and prevent client banking problems.
- Implement contact and relationship-building strategies to support new client acquisition in the local community.
- Educate clients on the features and benefits of RBC products and services, including digital banking options.
Requirements:
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
- 2-3 years of proven sales experience in the financial services industry, handling credit and investments
- Demonstrated ability to build trust and maintain long-term client relationships
- Digital literacy across a broad range of devices
What We Offer:
- Career development and top-notch sales coaching to take your career to the next level
- Competitive salary, annual bonus, and recognition programs that reward top performance
- Strong suite of tools, including emerging digital capabilities to enhance your competitive edge
About Us:
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
