Financial Representative

1 month ago

Calgary, Alberta, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and experienced Financial Representative to join our Wealth Management Services team. As a key member of our team, you will play a critical role in helping our advisors become proficient and consistent users of the myGPS software with targeted clients.

Key Responsibilities
  • Provide onsite, face-to-face training of the software to advisors and their teams.
  • Accountable for ensuring usage and client penetration numbers are increasing in the DS region.
  • Develop strong internal networks with the software owners and training and practice management to enhance overall effectiveness of training.
  • Provide coaching and feedback to branch managers after any onsite visit.
  • Promote and support a work environment that inspires innovation, creativity, collaboration, and diversity.
Requirements
  • University degree supported by a professional designation (CFP, PFP preferred).
  • 5+ years of related experience in one or more of the following areas: financial planning, training and development.
  • Exceptional presentation skills; both written and verbal.
  • Knowledge and technical proficiency related to myGPS or other financial software solutions.
What We Offer
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • A world-class training program in financial services.

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