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Financial Services Professional

2 months ago

Syracuse, New York, United States Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

The objective of this role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor. The goal is to learn and integrate key business-building knowledge and competencies which Financial Advisors must have to help attract and retain clients through helping them achieve their financial goals.

Key Responsibilities

  • Study for and obtain the required licensing
    • Pass the series 7 exam.
    • Pass the series 66 and life and health insurance exams.
  • Complete program assignments within the curriculum's timelines
    • Introduction to financial tools and technology.
    • Financial policies and procedures.
    • Products and services, including scenarios and case studies.
    • Compliance.
    • Planning, marketing, prospecting, and servicing.
  • Report activities and results per the program's requirements
    • Implement specific coaching from the sales manager.
  • Become familiar with RBC Wealth Management
    • Maintain awareness of financial news via company-approved online sites, meetings, and various news media to support and advance professional development.
    • Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies.
    • Complete all RBC WM new employee orientation online modules and others as required.

Requirements

Must-have

  • Bachelor's degree or equivalent work experience.
  • Ability to obtain Series 7 and Series 66 within 120 days of beginning employment at RBC.
  • Ability to take initiative and function independently.
  • Excellent interpersonal and marketing skills.
  • Strong drive and dedication.
  • Demonstrated ability to develop and promote business; a track record of success.
  • Ability to make solid decisions in a fast-paced, quick turnaround environment.

Nice-to-have

  • Entrepreneurial experience.
  • Active in a community, athletic, or business group.
  • Fundraising experience.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Flexible work/life balance options.
  • Opportunities to do challenging work.
  • Opportunities to take on progressively greater accountabilities.
  • Access to a variety of job opportunities across business.

The good-faith expected salary range for this position is $45,000 - $75,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements that comprise our total compensation package, which includes the following: commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life, and disability insurance.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that:

· Drives RBC's high-performance culture

· Enables collective achievement of our strategic goals

· Generates sustainable shareholder returns and above-market shareholder value

Key Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Job Type:

Full time

Pay Type:

Salaried

Platform:

WEALTH MANAGEMENT