Financial Portfolio Specialist
3 weeks ago
Royal Bank of Canada is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. With a strong brand reputation, we offer a wide range of financial services and solutions to our clients.
Estimated Salary RangeWe are offering an estimated salary range of $90,000 to $140,000 per year, depending on experience.
Job DescriptionAs a Financial Portfolio Specialist, you will work with high net worth clients to create customized financial plans and portfolios that meet their unique needs and goals. You will be responsible for building and maintaining relationships with clients, providing personalized service and advice, and leveraging RBC's extensive investment and wealth management resources to deliver exceptional results.
Required Skills and Qualifications- 4-6 years of outbound sales experience with a strong track record of success in high-value sales and business development
- Completed the Canadian Securities Course (CSC) or equivalent qualification
- Strong relationship-building skills and ability to connect with diverse types of individuals
- Possess a passion for financial planning and portfolio management
We offer a comprehensive total rewards package that prioritizes your overall well-being, including:
- A base salary to get you started and unlimited earning potential through commission and fees
- A flexible and modern benefits program, including parental leave
- Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment
- Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years
- Mentorship and career development programs to support your success
- A supportive, inclusive culture and team that celebrates your unique perspectives and experiences
We strive to provide an accessible candidate experience for prospective employees with different abilities. Please let us know if you require any accommodations during the recruitment process. Join our talent community to stay informed about great career opportunities at RBC.
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