Financial Advisor
6 days 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 our 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 have 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.
Job Description
What will you do?
- Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clientsÂ
- Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
- Use your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
- Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
- Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
- Make good use of technology to connect with clients both virtually and face to face
- Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice
What do you need to succeed?
Must-have
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
- Quebec â Completed Certificate of Achievement â Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance â Quebec, Investment and Taxation Fundamentals â Quebec, Insurance and Retirement â Quebec)
- 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
- Second language skill
- Active in 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
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
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.
Â
Job Skills
Additional Job Details
Address:
3854 DOUGALL AVE:WINDSORCity:
WINDSORCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
2024-06-18Application Deadline:
2024-07-03Inclusion 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.
-
Financial Advisor Trainee
1 month ago
Windsor, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeFinancial Security Advisor Trainee Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...
-
Financial Advisor- Experienced
1 month ago
Windsor, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeExperienced Financial Advisor Are you looking for change, flexibility and practice you can call your own? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. You are your own Boss, Independent of product, & will benefit from the strength of our Desjardins...
-
Financial Advisor- Experienced
4 weeks ago
Windsor, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeExperienced Financial Advisor Are you looking for change, flexibility and practice you can call your own? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. You are your own Boss, Independent of product, & will benefit from the strength of our Desjardins...
-
Financial Advisor Trainee
6 days ago
Windsor, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeFinancial Security Advisor Trainee (Windsor) Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you...
-
Financial Advisor
4 weeks ago
Windsor, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Financial Advisor
2 weeks ago
Windsor, 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
-
Financial Advisor
4 weeks ago
Windsor, Ontario, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat 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...
-
Financial Advisor
2 months ago
Windsor, Ontario, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat 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...
-
Financial Advisor
4 days ago
Windsor, 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
-
Associate Financial Advisor
4 weeks ago
Windsor, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor
3 weeks ago
Windsor, Canada Scotiabank Full timeRequisition ID: 199717 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Financial Advisor
2 weeks ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeRequisition ID: 174985Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Financial AdvisorAt Scotiabank we help employees build their futures - where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...
-
Life & Health Insurance Advisor (Windsor)
1 month ago
Windsor, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeLife & Health Insurance Advisor BECOME A PART OF OUR SUCCESS STORY.Are you looking for a new career? Something that you can build upon your time frame? Are you a stay at home parent who is looking to get back into the work force?Are you looking for a career that offers you the flexibility to work where you want and the hours you want? What if...
-
Life & Health Insurance Advisor (Windsor)
4 weeks ago
Windsor, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeLife & Health Insurance Advisor BECOME A PART OF OUR SUCCESS STORY.Are you looking for a new career? Something that you can build upon your time frame? Are you a stay at home parent who is looking to get back into the work force?Are you looking for a career that offers you the flexibility to work where you want and the hours you want? What if...
-
Life & Health Insurance Advisor (Windsor)
4 days ago
Windsor, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeLife & Health Insurance Advisor (Windsor) BECOME A PART OF OUR SUCCESS STORY.Are you looking for a new career? Something that you can build upon your time frame? Are you a stay at home parent who is looking to get back into the work force?Are you looking for a career that offers you the flexibility to work where you want and the hours you want? What if you...
-
Life & Health Insurance Advisor (Windsor)
6 days ago
Windsor, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full timeLife & Health Insurance Advisor (Windsor) BECOME A PART OF OUR SUCCESS STORY.Are you looking for a new career? Something that you can build upon your time frame? Are you a stay at home parent who is looking to get back into the work force?Are you looking for a career that offers you the flexibility to work where you want and the hours you...
-
Financial Advisor
1 month ago
Windsor, Canada Scotiabank Full timeRequisition ID: 199717Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Financial Advisor
1 month ago
Windsor, Canada Scotiabank Full timeRequisition ID: 199717 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Senior Financial Advisor, Chatham
1 week ago
Windsor, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Senior Financial Advisor, Chatham Requisition...
-
Financial Advisor
4 weeks ago
Windsor, Canada Scotiabank Full timeRequisition ID: 199717 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...