RBC Financial Services Professional
6 days ago
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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