Financial Services Professional
4 weeks ago
As a Financial Services Professional at Royal Bank of Canada, you will be responsible for communicating with clients to understand their needs and providing expert advice to help them achieve their financial goals. You will work closely with market-leading professionals in financial planning, retirement planning, and business banking to deliver customized solutions to clients.
Key Responsibilities:
- Provide professional advice and education to clients on complex credit and investment needs.
- Collaborate with experts to develop tailored financial plans for clients.
- 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.
- Educate clients on the features and benefits of RBC products and services.
Requirements:
- Valid Mutual Funds accreditation.
- Completed Certificate in Financial Services Advice.
- 2-3 years of proven sales experience in the financial services industry.
- Demonstrated ability to build trust and maintain long-term client relationships.
- Digital literacy across a range of devices.
What's in it for you?
We offer a competitive salary, annual bonus, and recognition programs that reward top performance. You will also have access to career development and top-notch sales coaching to take your career to the next level. Additionally, you will have the opportunity to represent Canada's leading financial services brand in your community.
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