Financial Services Expert

16 hours ago


London, Greater London, United Kingdom Royal Bank of Canada Full time
Job Overview: The Royal Bank of Canada is looking for a highly skilled Financial Services Expert to join its team. In this role, you will be responsible for providing expert advice on credit and investment matters to high-value clients, while building and maintaining long-term relationships. With a strong focus on client satisfaction, this position requires excellent communication skills, a deep understanding of financial planning principles, and the ability to work collaboratively as part of a team.

As a member of our team, you will enjoy a competitive salary range of $65,000 - $125,000 per year, depending on experience, and a comprehensive benefits package, including career development opportunities and recognition programs. If you are a motivated professional with a passion for delivering exceptional client experiences, we encourage you to apply.

Key Responsibilities:
- Provide expert advice on credit and investment matters
- Build and maintain long-term relationships with clients
- Collaborate with colleagues to develop customized solutions
- Leverage technology to enhance client experiences and drive sales
- Proactively resolve client issues and prevent future problems

Requirements:
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
- 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

Benefits:
- Competitive salary and bonus structure
- Comprehensive benefits package, including health, dental, and vision coverage
- Opportunities for career growth and professional development
- Recognition programs that reward top performers

About Us:
The Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees. We strive to create a culture that values diversity, equity, and inclusion, where everyone feels welcome and empowered to bring their best selves to work.

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