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Financial Services Professional
2 months ago
We are seeking a highly skilled and motivated Financial Services Professional to join our team at RBC - Royal Bank. As a Financial Services Professional, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.
Key Responsibilities- Consistently demonstrate empathy, kindness, and take the time to understand circumstances, motivators, and concerns in all interactions with colleagues and clients.
- Communicate effectively to uncover client needs, deliver client-centric advice, solutions, and proactively resolve client concerns at first point of contact.
- Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients' entire suite of financial needs, both personal and business.
- Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
- Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible, and encouraging our clients to interact with us in their channel of choice.
- Make good use of technology to connect with clients both virtually and face-to-face.
- Implement effective contact and relationship-building strategies that accelerate new client acquisition and retention in your local community.
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
- Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e., Personal Financial Service Advice and Financial Planning I).
- Quebec - Completed Certificate of Achievement - Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance - Quebec, Investment and Taxation Fundamentals - Quebec, Insurance and Retirement - Quebec).
- 1-2 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 (i.e., smartphones, tablets, laptops, etc.).
- Language skills: Fluent in English and French.
- 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 capability to enhance your competitive edge.
- Opportunity to represent Canada's leading financial services brand in your community.
