Financial Services Consultant

2 weeks ago


Calgary, Alberta, Canada Royal Bank of Canada Full time

We are seeking an experienced and results-driven Financial Services Consultant to join our team at the Royal Bank of Canada. As a key member of our organization, you will play a crucial role in delivering exceptional client experiences and building long-term relationships.

About the Role

This is a full-time position that requires a strong understanding of financial services and excellent communication skills. You will work closely with clients to understand their needs and provide personalized advice to help them achieve their financial goals.

Key Responsibilities
  • Client Acquisition and Retention: Identify new business opportunities and develop strategies to acquire and retain high-value clients.
  • Financial Planning and Advice: Provide expert advice on investment and credit products, as well as everyday banking solutions.
  • Sales and Relationship Building: Foster strong relationships with clients and colleagues to drive sales growth and revenue.
Requirements

To be successful in this role, you will need:

  • A valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • A minimum of 2-3 years of proven sales experience in the financial services industry
  • Demonstrated ability to build trust and maintain long-term client relationships
  • Digital literacy across a broad range of devices
What We Offer

As a valued member of our team, you can expect:

  • A competitive salary: CAD $80,000 - CAD $120,000 per year
  • An annual bonus and recognition programs that reward top performance
  • Career development and top-notch sales coaching to take your career to the next level
About Us

The Royal Bank of Canada is a leading financial institution dedicated to helping our clients thrive and communities prosper. We value diversity and inclusion, and we strive to create an equitable workplace for our employees to bring their true selves to work.



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