Account Manager managing relationships with clients in the security industry. Engaging with customers and ensuring timely solution delivery while collaborating with teams.
About the role
- Financial Planner growing and managing a portfolio of mass affluent clients at RBC. Providing tailor-made advice and cultivating relationships for client financial success.
Responsibilities
- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- Actively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Requirements
- Must-have Financial Planning Designation (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning
- A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
- Ability to create a market presence, build COI relationships, and cultivate strong partner relationships
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Partnerships Manager managing influencer network for AI design platform, ensuring campaign effectiveness and creator collaborations. Focused on scaling influencer operations and relationship - building in a hybrid setup.
Affiliate & Partnerships Manager at Kittl focusing on scaling a creator network. Restructuring affiliate strategies and fostering long - term relationships with brand ambassadors.
Partnership Development Manager responsible for developing strategic OEM partnerships in Transport division. Driving customer advocacy and ensuring successful brand execution with key stakeholders.
Regional Account Manager at Tris Pharma, a biopharmaceutical company, managing healthcare provider relationships and corporate accounts in Cincinnati/Columbus territory.
Relationship Manager for Real Estate & Housing within Lloyds Banking Group's Business & Commercial Banking. Engaging with clients and managing a portfolio for growth and client experience.
Account Manager developing revenue opportunities and managing relationships for WM Energy Services in Northeast US. Achieving sales goals for Oil, Gas, and Industrial customers in a hybrid role.
Strategic Account Manager driving sales and managing key accounts in Wisconsin and Illinois. Collaborating with teams to deliver customized solutions and exceed sales targets.
Territory Manager at Comfort Medical responsible for territory sales objectives and cultivating key business partnerships. Driving market share and sales growth through effective selling strategies and customer engagement.
Account Manager responsible for customer relations and account management at AT&S, a leading global manufacturer of IC substrates and PCBs. Focus on optimizing client accounts and generating new business opportunities.