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Financial Services Professional

2 months ago

Midland, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

As a Financial Services Professional at Royal Bank of Canada, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. You will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and creating customized investment plans to meet their unique needs.

Key Responsibilities

  • Client Relationship Building
    • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
    • Provide exceptional customer service to ensure client satisfaction and loyalty.
  • Financial Planning and Advice
    • Conduct thorough financial assessments to identify client needs and opportunities.
    • Develop and implement customized financial plans to meet client goals, including investment, tax, and estate planning strategies.
  • Investment Management
    • Manage client investment portfolios to ensure alignment with their financial goals and risk tolerance.
    • Monitor and adjust investment strategies as needed to optimize returns and minimize risk.
  • Business Development
    • Identify and pursue new business opportunities to grow client base and revenue.
    • Develop and maintain relationships with other financial professionals and industry partners to stay informed about market trends and best practices.

Requirements

  • Education and Experience
    • 4-6 years of experience in financial services, including investment planning and wealth management.
    • Strong knowledge of financial markets, investment products, and tax planning strategies.
  • Skills and Qualities
    • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
    • Strong analytical and problem-solving skills to develop and implement effective financial plans.
    • Ability to work in a fast-paced environment and adapt to changing market conditions.

What We Offer

  • Competitive Compensation and Benefits
    • Base salary and commission-based compensation structure.
    • Comprehensive benefits package, including health, dental, and vision coverage.
  • Professional Development and Growth Opportunities
    • Training and development programs to enhance skills and knowledge.
    • Opportunities for advancement and career growth within the organization.
  • Collaborative and Supportive Work Environment
    • Team-oriented culture with a focus on collaboration and mutual support.
    • Access to industry-leading technology and resources to support client service and business growth.