Strategic Financial Planning Expert

3 weeks ago


St Thomas, Ontario, Canada Royal Bank of Canada Full time
Job Summary

As a Strategic Financial Planning Expert at Royal Bank of Canada, you will be responsible for providing expert advice and education to clients on credit and investment needs, while collaborating with market-leading professionals to deliver customized solutions. Your ability to leverage technology to enhance client experience and drive sales and retention will be key to your success.

Key Responsibilities
  • Communicate with clients to understand their needs and goals
  • Provide professional advice on financial planning, retirement planning, and business banking
  • Collaborate with experts to deliver tailored solutions
  • Leverage technology to enhance client experience and drive sales
  • Proactively resolve and prevent client banking problems

Requirements
  • Valid Mutual Funds accreditation
  • Completed Certificate in Financial Services Advice
  • 2-3 years of 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?
  • Career development and top-notch sales coaching
  • Competitive salary and recognition programs
  • Strong suite of tools to enhance your competitive edge


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