RBC Financial Services Professional

6 days ago


Beausejour, Manitoba, Canada Royal Bank of Canada> Full time

About the Opportunity

We are seeking a highly motivated Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.

Key Responsibilities

  • Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
  • Collaborate with cross-functional teams to deliver exceptional client experiences.
  • Analyze client data to identify trends and opportunities for growth.
  • Communicate complex financial concepts to clients in a clear and concise manner.
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance and optimal results.

Requirements

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Certificate in Financial Services Advice, offered through the CSI
  • 2-3 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

About You

  • Candidate must possess excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
  • Strong analytical and problem-solving skills
  • Digital literacy across a broad range of devices

What We Offer

  • Career development and top-notch sales coaching
  • Competitive salary, annual bonus, and recognition programs
  • Strong suite of tools to enhance your competitive edge
  • Opportunity to represent Canada's leading financial services brand


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