Managing Director of Global Markets Finance at RBC, acting as finance partner for strategic planning and forecasting. Leading financial performance and aligning business strategies with overall firm objectives.
About the role
- Financial Consulting Director overseeing professionals assisting clients with financial planning and investment options. Responsible for developing strategies to achieve clients' financial goals.
Responsibilities
- Monitors Virtual Financial Consultants’ responses to participant's virtual questions
- Educates and facilitates new product purchases
- Provides employees with guidance in handling difficult interactions
- Ensures team members are trained in financial advice
- Communicates with cross-business partnerships to develop products and services
Requirements
- 5+ years of financial services experience
- Series 7, 63, and 24 completed within 120 days of start date
- 7+ years of financial services experience preferred
- Strong knowledge of tax and investment strategies
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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