Senior Financial Services Advisor
3 days ago
Job Overview
We are seeking a highly motivated Senior Financial Services Advisor to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for developing relationships with prospective and existing clients, providing tailor-made financial planning advice and solutions, and driving new investment sales.
About the Role
The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to build strong relationships with clients. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and assets, and develop external business referral sources through networking and marketing.
Responsibilities
- Provide comprehensive financial planning advice and solutions to clients, leveraging RBC's range of investment and portfolio solutions.
- Acquire and consolidate existing and new-to-RBC clients and assets, building strong relationships through regular communication and exceptional service.
- Develop external business referral sources through strategic networking and marketing efforts.
- Cultivate strong partner relationships to drive new business opportunities and enhance client satisfaction.
Requirements
- Financial Planning Designation (IPF) or equivalent certification.
- Mutual Funds License (IFIC or CSC).
- Minimum 2 years' experience in financial planning, preferably in a similar role.
- Proven track record of success in acquiring and retaining clients, with a strong focus on customer satisfaction.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and partners.
- Bilingualism in English and French is an asset, as you will interact with clients from diverse linguistic backgrounds.
What We Offer
Royal Bank of Canada offers a competitive compensation package, including a base salary of approximately $80,000 per year, plus uncapped commissions based on performance. Additionally, we provide a comprehensive benefits program, including medical, dental, and vision coverage, as well as a generous retirement plan.
How to Apply
If you are a motivated and results-driven professional looking for a challenging and rewarding career opportunity, please submit your application, including your resume and a cover letter outlining your qualifications and experience.
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