Financial Advisor

1 month ago


Kitchener, Canada RBC - Royal Bank Full time

Job Summary

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.

Job Description

What will you do?

  • Communicate with clients to learn about their needs and help them achieve their goals
  • Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
  • Leverage technology to deliver on client experience and drive sales and retention
  • Proactively take ownership of resolving and preventing client's banking problems
  • Implement contact and relationship building strategies, and support new client acquisition in local community
  • Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking

What do you need to succeed?

Must-have

  • 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
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

Nice-to-have

  • Fluency in a second language
  • Active in the local community, developing a solid network in the local community

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.

  • Career development and top-notch sales coaching to take your career to the next level
  • Competitive salary, annual bonus, and recognition programs that reward top performance
  • Strong suite of tools, including emerging digital capability to enhance your competitive edge
  • Opportunity to represent Canada's leading financial services brand in your community

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address:

1020 OTTAWA ST N:KITCHENER

City:

KITCHENER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-03-26

Application Deadline:

2024-04-19

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.



  • Kitchener, Canada Financial Horizons Full time

    Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization? If you nodded ‘yes’ to those questions, you may be the next Client Support Associate (CSA) to join our team at Continuum Financial Centres (CFC)! ...


  • Kitchener, Canada Financial Horizons Group Full time

    Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization?If you nodded 'yes' to those questions, you may be the next Client Support Associate (CSA) to join our team at Continuum Financial Centres (CFC)!Curious? Keep reading...

  • Contracting Manager

    4 weeks ago


    Kitchener, Canada Financial Horizons Group Full time

    Are you a strong leader with excellent interpersonal skills? Do you have extensive experience in an MGA contracting role? Are you an adaptable individual who takes pride in bringing the best out of your teammates? If answering 'yes' to those questions got you excited, then you could be the next **Contracting Manager** to join the Financial Horizons (FH)...


  • Kitchener, Canada Financial Horizons Group Full time

    Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer service? If ‘yes’ is the only answer that comes to mind, then you could be the next **Contracting Specialist **to join the FH family! Curious, and want to know more? Keep reading to see if this...


  • Kitchener, Ontario, Canada Financial Horizons Group Full time

    Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization?If you nodded 'yes' to those questions, you may be the next Client Support Associate (CSA) to join our team at Continuum Financial Centres (CFC)Curious? Keep reading...


  • Kitchener, Canada Financial Horizons Group Full time

    Are you a strong communicator with service oriented skills? Do you have a tendency to look over documents ensuring everything is in its place? Has a career at an organization meant more to you than just a job? If you've been nodding 'yes' to these questions as you read them, then you may be the next **Processing Administrator** at the FH family! Before...


  • Kitchener, Ontario, Canada Financial Horizons Group Full time

    Un message en français suivra Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer service?If 'yes' is the only answer that comes to mind, then you could be the next Bilingual Contracting Specialist to join the FH family Curious, and want to know...


  • Kitchener-Waterloo, Canada Neilson Financial Services Full time

    **Life Insurance Sales Advisor** As long as you have a current and active **LLQP License**, we will fully train you on all our products and sales practices and support you with the the required provincial licenses. We have a tried and tested model of selling that can be mastered in a matter of weeks so the key attribute we’re looking for is your...


  • Kitchener, Canada AGA Assurances Collectives Full time

    Flexibility - Personnal Development - Experienced team We are currently looking for an GROUP INSURANCE ADVISOR to join our team. If you are a dynamic person that likes to maintain rewarding business relationships and you want to **work in a fast-growing and stimulating environment**, this job is for you! Join a Certified Remarkable Employer, that is...

  • Data Analyst

    4 weeks ago


    Kitchener, Canada Financial Horizons Group Full time

    Are you someone that loves working with data? Do you see yourself as a problem solver? Are you someone that enjoys using analytics to assess and deliver data-driven recommendations? If ‘yes’ is the only answer that comes to mind, then you could be the next **Data Analyst **to join the FH family. Keep reading to see if this position is the one for...

  • Client Advisor

    1 month ago


    Kitchener, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...


  • Kitchener, Canada Conestoga College Full time

    **Requisition Details**: - **Job Title**:Student Success Advisor**: - **Requisition #**:23-1250**: - **Campus**: Doon - **Department**: Student Success & Retention - **Payband**: H - **Starting Rate**: $35.06 - **Payband Range**: $35.06 - $40.71 - **Hours/Week**: 35 - **Posting Date**: Monday, November 6, 2023 - **Closing Date**: Monday, November 20, 2023...


  • Kitchener-Waterloo, Canada DUNN Heating & Air Conditioning Full time

    **Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...


  • Kitchener, Canada Conestoga College Full time

    Requisition Details **Job Title**: **Student Success Advisor** **Requisition #**: **23-069** **Campus**: Kitchener **Department**: Student Success and Retention **Payband**: H **Starting Rate**: $33.38 **Payband Range**: $33.38 - $38.75 **Hours/Week**: 35 **Posting Date**: Monday, January 2, 2023 **Closing Date**: Monday, January 9, 2023 at...

  • Client Advisor

    4 weeks ago


    Kitchener, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...


  • Kitchener, Ontario, Canada Sun Life Financial Full time

    FUTURE OPPORTUNITY People Services Specialist, HR Shared Services page is loaded FUTURE OPPORTUNITYPeople Services Specialist, HR Shared Services Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR You are as unique as your background, experience and point of view. You'll work with dynamic...

  • Manager, Business Tax

    9 hours ago


    Kitchener, Canada RSM US LLP Full time

    RSM Canada is looking for a Tax Manager to join the expanding Financial Services practice in our Toronto or Kitchener office. This role provides an opportunity to join a high-performing, high-growth tax practice while working with complex clients in one or more of the following sectors within our Financial Services practice: Asset Management, Financial...

  • Insurance Advisor

    3 weeks ago


    Kitchener, Canada Industrial Alliance Financial Group Full time

    Are you motivated and have a great personality? Do you like to set your own schedule and work from home? If you answered yes, then this is the position for you! **Responsibilities**: - Schedule appointments, create and develop leads, provide assistance and identify customer needs, and promote products and services - Become familiar with the products -...


  • Kitchener, Canada Colliers Full time

    Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are passionate, take ownership and always do what’s right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers’ continued growth as an industry leader....

  • Auto Claims Advisor I

    4 weeks ago


    Kitchener, Canada TD Bank Full time

    **Auto Claims Advisor I**: - 431351BR **Job Category - Primary** - Insurance **Work Location** - 100 Cress Lane **Employment Type** - Regular **City** - Kitchener **Time Type** - Full Time **Province/State** - Ontario **Hours** - 35 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - TD Insurance is part of TD Bank Group, one of...