Financial Planning Specialist
5 days ago
Establish a thriving career in financial planning with Royal Bank of Canada as a Financial Planning Specialist. With our comprehensive training and resources, you'll be equipped to provide exceptional client service and help individuals achieve their long-term goals.
About the RoleThis is an exciting opportunity to build a rewarding career in financial services. As a Financial Planning Specialist, you will work closely with high-net-worth individuals, families, and business owners to understand their unique needs and develop tailored wealth management plans. You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and deliver personalized advice to your clients.
Key Responsibilities- Build and maintain strong relationships with clients through exceptional customer service and communication skills.
- Develop and implement comprehensive wealth management plans that meet the unique needs of each client.
- Leverage RBC's extensive investment and wealth management resources to create customized portfolios and deliver personalized advice to clients.
To succeed in this role, you will need:
- A minimum of 4-6 years of experience in outbound sales or a related field.
- Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
- Strong problem-solving skills, with the ability to analyze complex financial situations and develop effective solutions.
We offer a competitive compensation package, including a base salary of $ $125,000 and unlimited earning potential through commission and fees. Additionally, you will have access to comprehensive training and development programs, as well as a supportive and inclusive team environment.
About UsRoyal Bank of Canada is committed to building a diverse and inclusive workplace culture that values innovation and growth. We strive to create an environment where our employees can bring their authentic selves to work and contribute to delivering exceptional results for our clients. If you're passionate about building a rewarding career in financial planning and want to join a dynamic team, apply today
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