Financial Advisor

4 weeks ago

VANCOUVER, Canada Royal Bank of Canada Full time

Job Summary

Job Description

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.

The successful candidate must be flexible to work on a rotating schedule Monday to Saturday, with some late evenings until 8:00pm. 

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

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.

Job Skills

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

Additional Job Details

Address:

6505 FRASER ST:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-01-26

Application Deadline:

2024-05-02

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.
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 Assistant

    4 weeks ago

    Vancouver, Canada Raymond James Financial Full time

    **Financial Advisor Assistant** - 2301732 Sophia Financial Group is looking for a Financial Advisor Assistant to join our wonderful team. This position requires a person with superior written and oral communication skills, a keen attention to detail and a positive attitude. Social values and community contribution are as important to us as delivering...

  • Financial Advisor

    4 weeks ago

    Vancouver, Canada Burke Recruiting Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team:You will be responsible for:– providing financial leadership, advice, analysis and reporting for the organization– use of financial acumen to support strategic decisions based on financial analysis– provide advice to managers to use financial resources...

  • Financial Advisor

    4 weeks ago

    Vancouver, Canada Burke Recruiting Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team:You will be responsible for:– providing financial leadership, advice, analysis and reporting for the organization– use of financial acumen to support strategic decisions based on financial analysis– provide advice to managers to use financial resources...

  • Financial Advisor

    4 weeks ago

    Vancouver, Canada Burke Recruiting Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team:You will be responsible for:– providing financial leadership, advice, analysis and reporting for the organization– use of financial acumen to support strategic decisions based on financial analysis– provide advice to managers to use financial resources...

  • Financial Advisor

    4 weeks ago

    Vancouver, BC, Canada Burke Recruiting Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: – providing financial leadership, advice, analysis and reporting for the organization – use of financial acumen to support strategic decisions based on financial analysis – provide advice to managers to use financial...

  • Financial Advisor

    1 week ago

    Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    Job 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...

  • Senior Financial Advisor

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Senior 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 performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the...

  • Advisor Services

    5 days ago

    Vancouver, Canada Financial Horizons Group Full time

    As an **Advisor Services - Commission Analyst** **, **you will work closely with your teammates on the Compensation Services team (a quick note - this is an insurance and finance related team, not HR) to help ensure that the national team meets performance expectations and team objectives. This role reports to the Manager, Compensation Services - Advisor...

  • Insurance Advisor

    3 days ago

    Vancouver, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Senior Financial Advisor MFDA

    5 days ago

    Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor MFDA page is loaded Senior Financial Advisor MFDA Apply locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago job requisition id 2301789 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Senior Financial Advisor MFDA

    7 days ago

    Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor MFDA page is loaded Senior Financial Advisor MFDA Apply locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago job requisition id 2301789 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Senior Financial Advisor MFDA

    7 days ago

    Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor MFDA page is loaded Senior Financial Advisor MFDA Apply locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago job requisition id 2301789 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Senior Advisor financial planner

    7 days ago

    Vancouver, BC, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor MFDA page is loaded Senior Financial Advisor MFDA Apply locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago job requisition id 2301789 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client...

  • Administrative Assistant

    6 days ago

    Vancouver, Canada Arbutus Financial Full time

    Arbutus Financial Services (AFS) is a comprehensive financial services firm, serving the needs of individuals, companies, business owners, and their families. Located in Vancouver we have a thriving practice and a fun dynamic work environment with great people. We pride ourselves in holding values that are Professional, Accountable, Committed, and Thorough -...

  • Administrative Assistant

    4 weeks ago

    Vancouver, Canada Arbutus Financial Full time

    Arbutus Financial Services (AFS) is a comprehensive financial services firm, serving the needs of individuals, companies, business owners, and their families. Located in Vancouver we have a thriving practice and a fun dynamic work environment with great people. We pride ourselves in holding values that are Professional, Accountable, Committed, and Thorough -...

  • Insurance Advisor

    4 weeks ago

    Vancouver, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Financial Insurance Advisor

    4 weeks ago

    North Vancouver, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...

  • Associate Financial Advisor

    4 weeks ago

    Vancouver, Canada CIBC Full time

    We’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 Aid Advisor

    4 weeks ago

    Vancouver, Canada Innivec Full time

    Role: Financial Aid Advisor Reporting to: Manager, Process Improvement Compensation: CAD $42,500 to $50,000 depending on experience Innivec a network of educational institutions in Canada dedicated to delivering excellence in higher education for global learners. We pride ourselves as a leading education provider in the industry, providing students with...

  • Insurance & Wealth Advisor (Bilingual

    4 weeks ago

    Vancouver, Canada Shiyun Financial 云财税管理 Full time

    **About SY. Wealth 云财富管理** We are a full service insurance, investment management, and high-networth wealth management firm, based out of Vancouver, Canada. In contrast to mass market brokers that focus on high volume and pay little attention to clients and people, we are a small team of extremely experienced and independent financial advisors,...