We have other current jobs related to this field that you can find below
-
Financial Investment Advisor
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timePosition OverviewAs a Financial Investment Advisor at Tianxin Financial Services Corp, you will play a crucial role in assisting clients with their financial aspirations. Your expertise will guide them in making informed decisions regarding their investments and financial planning.Educational RequirementsBachelor's degree or equivalent experienceKey...
-
Financial Advisor New Career
2 weeks ago
Hamilton, Canada Desjardins Financial Security Independent Network... Full timeFinancial Advisor New Career Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal...
-
Financial Advisor New Career
3 months ago
Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time**Financial Advisor New Career** Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal...
-
Financial Advisor New Career
4 weeks ago
Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeFinancial Advisor New CareerAre you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It's time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal...
-
Financial Advisor
3 months ago
Hamilton, Canada Life Agency Full time**Compensation**: $60,000 -$70,000 **Responsibilities**: - Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals - Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs - Work directly with clients to...
-
Financial Advisor
3 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $60,000 - $75,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Advisor
3 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $60,000 - $75,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Advisor New Career
2 weeks ago
Hamilton, Ontario, E8H, Ontario, Canada Desjardins Financial Security Independent Network... Full timeFinancial Advisor New Career Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to seize the reins of your life, enjoy the work-life balance you deserve, and embark on a journey of exceptional growth and personal...
-
Financial Advisor
3 months ago
Hamilton, Canada Royal Bank of Canada Full timeJob SummaryWhat 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 R
-
Wealth Advisor II
3 months ago
Hamilton, Canada First Financial Bank Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for...
-
Wealth Advisor II
3 months ago
Hamilton, Canada First Financial Bank Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for...
-
Senior Financial Advisor
2 weeks ago
Hamilton, Ontario, Canada Hamilton Health Sciences Full timeThe Senior Financial Advisor at Hamilton Health Sciences will collaborate closely with the Research Vice President, Administrative Directors, and their management teams, as well as with Project Directors/Managers and Principal Investigators, to ensure effective financial oversight, strategic planning, and adherence to corporate policies and procedures.Key...
-
Financial Advisor
2 months ago
Hamilton, Canada Royal Bank of Canada Full time**Job Summary** - You are a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs - You leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s...
-
Financial Advisor
4 weeks ago
Hamilton, Ontario, Canada RBC - Royal Bank Full timeJob SummaryWhat 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...
-
Wealth Advisor II
2 weeks ago
Hamilton, Canada First Financial Bank Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Job Description The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible...
-
Wealth Advisor II
3 weeks ago
Hamilton, Canada First Financial Bank Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Job Description The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible...
-
Wealth Advisor II
3 weeks ago
Hamilton, Canada First Financial Bank Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Job Description The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible...
-
Lead Financial Strategy Advisor
2 weeks ago
Hamilton, Ontario, Canada Hamilton Health Sciences Full timeUnit Overview The Financial Services division aims to establish itself as a reliable, customer-centric team dedicated to maintaining financial integrity while fostering innovation and transformation. With a robust team of approximately 40 financial experts supporting a large organization, Financial Services is committed to promoting governance, delivering...
-
Senior Financial Advisor
2 weeks ago
Hamilton, Ontario, Canada Hamilton Health Sciences Full timeUnit Overview The Research Planning & Analysis team is dedicated to delivering operational and financial insights through the provision of timely and precise information, presented in user-friendly formats to facilitate decision-making. Our team offers organizational expertise in the analysis, interpretation, and integration of financial and clinical...
-
Financial Advisor
3 months ago
Hamilton, Canada Royal Bank of Canada> Full timeJob SummaryWhat 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...
![Royal Bank of Canada](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 months ago
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 childâs education or recommending how to borrow for their âSomedayâ, 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 clientâs 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
Whatâs 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 Canadaâs leading financial services brand in your community
Job Skills
Client Centricity, Communication, Critical Thinking, CuriosityAdditional Job Details
Address:
100 KING ST W:HAMILTONCity:
HAMILTONCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
HUMAN RESOURCESJob Type:
RegularPay Type:
SalariedPosted Date:
2024-06-06Application Deadline:
2024-07-05Inclusion 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.
âââââââ
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.