Senior Financial Solutions Consultant

6 days ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time

Unlock Your Potential as a Senior Financial Solutions Consultant

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We are seeking an experienced and ambitious Senior Financial Solutions Consultant to join our team at Royal Bank of Canada. In this role, you will have the opportunity to create custom investment solutions for prospective and existing clients, leveraging our unparalleled array of investment and portfolio solutions.

About the Opportunity:

As a Senior Financial Solutions Consultant, you will be responsible for acquiring and consolidating existing and new-to-RBC clients and assets, while developing external business referral sources through networking, marketing, and your centers of influence. You will also connect clients with the right RBC team members to help continuously meet their needs.

What You Will Do:

  • Provide tailor-made financial planning advice and solutions using our best-in-class proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Develop external business referral sources through networking, marketing, and your centers of influence
  • Connect clients with the right RBC team members to help continuously meet their needs

Requirements:

  • Financial Planning Designation (QAFP, PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • Digital Savviness, ability to effectively utilize mobile applications

Benefits and Perks:

As a Senior Financial Solutions Consultant at Royal Bank of Canada, you can expect a comprehensive Total Rewards Program that includes flexible benefits, a competitive commission structure, and pension options. You will also have access to world-class training programs and career development opportunities, allowing you to reach your full potential.

About Us:

Royal Bank of Canada is a leading financial institution that thrives on innovation, progressive thinking, and collaboration. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. If you are passionate about delivering exceptional results and creating a positive impact, we encourage you to apply for this exciting opportunity.

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