Current jobs related to Financial Advisor - Regina, Saskatchewan - Royal Bank of Canada
-
Financial Associate Wealth Advisor
2 months ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeAffinity Financial Strategies/GP Financial ServicesLicensed Sales Assistant or Associate Wealth AdvisorAffinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments and...
-
Senior Financial Advisor
1 day ago
Regina, Saskatchewan, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at CIBC. As a key member of our Personal and Business Banking Team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client...
-
Senior Financial Advisor
1 day ago
Regina, Saskatchewan, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at CIBC. As a key member of our Personal and Business Banking Team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client...
-
Financial Associate Wealth Advisor
7 days ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeAbout the RoleAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Licensed Sales Assistant or Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working closely with...
-
Financial Associate Wealth Advisor
1 week ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeAbout the RoleAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Licensed Sales Assistant or Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working closely with...
-
Small Business Financial Advisor
6 days ago
Regina, Saskatchewan, Canada Scotiabank - Global Banking and Markets Full timeAbout the RoleWe are seeking a highly skilled and customer-centric Small Business Financial Advisor to join our team at Scotiabank - Global Banking and Markets.Key ResponsibilitiesManage Client Relationships: Develop and maintain strong relationships with high-value and complex small business owner clients to achieve retention and growth goals.Business...
-
Small Business Financial Advisor
6 days ago
Regina, Saskatchewan, Canada Scotiabank - Global Banking and Markets Full timeAbout the RoleWe are seeking a highly skilled and customer-centric Small Business Financial Advisor to join our team at Scotiabank - Global Banking and Markets.Key ResponsibilitiesManage Client Relationships: Develop and maintain strong relationships with high-value and complex small business owner clients to achieve retention and growth goals.Business...
-
Financial Consultant
4 weeks ago
Regina, Saskatchewan, Canada Connor, Clark & Lunn Financial Group Full timeFinancial Consultant Connor, Clark & Lunn Financial Group Overview Embarking on a career as a Financial Consultant with CC&L Financial Group represents a significant opportunity to shape your professional journey. As one of Canada's foremost independent investment management firms, we empower our clients to realize their distinct financial objectives...
-
Regina, Saskatchewan, Canada Connor, Clark & Lunn Financial Group Full timePosition OverviewAt Connor, Clark & Lunn Private Capital Ltd., we are seeking dedicated professionals to step into the role of Wealth Management Advisor. This position offers an exceptional opportunity to assist clients in achieving their distinct financial objectives while delivering outstanding service.Why Choose CC&L Private Capital?As a Wealth Management...
-
Small Business Financial Advisor
7 days ago
Regina, Saskatchewan, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution committed to making a difference in our communities.Job SummaryWe are seeking a highly motivated and customer-centric Small Business Financial Advisor to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our...
-
Small Business Financial Advisor
1 week ago
Regina, Saskatchewan, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution committed to making a difference in our communities.Job SummaryWe are seeking a highly motivated and customer-centric Small Business Financial Advisor to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our...
-
Small Business Financial Advisor
6 days ago
Regina, Saskatchewan, Canada Scotiabank Full timeJob Title: Small Business Financial AdvisorRequisition ID: 205415Key Responsibilities:Manage a portfolio of high-value and complex small business owner relationships to achieve retention and negotiated goals while meeting Scotiabank's Service Standard.Create a strong presence within the local business community by developing relationships with various...
-
Small Business Financial Advisor
6 days ago
Regina, Saskatchewan, Canada Scotiabank Full timeJob Title: Small Business Financial AdvisorRequisition ID: 205415Key Responsibilities:Manage a portfolio of high-value and complex small business owner relationships to achieve retention and negotiated goals while meeting Scotiabank's Service Standard.Create a strong presence within the local business community by developing relationships with various...
-
Financial Advisor Compliance Specialist
4 weeks ago
Regina, Saskatchewan, Canada Royal Bank of Canada Full timePosition Overview: As a Financial Advisor at Royal Bank of Canada, you will have the opportunity to assist clients in achieving their financial aspirations while we support your professional journey. Perhaps you have envisioned establishing your own practice but lacked the necessary training, resources, and backing from a reputable institution like RBC. Your...
-
Sun Life Financial Advisor
4 days ago
Regina, Saskatchewan, Canada Sun Life Full timeAbout the RoleSun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key ResponsibilitiesGrow your business by prospecting within your network and in your communityMeet with...
-
Sun Life Financial Advisor
4 days ago
Regina, Saskatchewan, Canada Sun Life Full timeAbout the RoleSun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key ResponsibilitiesGrow your business by prospecting within your network and in your communityMeet with...
-
Sun Life Financial Advisor
7 days ago
Regina, Saskatchewan, Canada Sun Life Full timeAbout the RoleSun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and work towards financial independence.Key ResponsibilitiesGrow your business by prospecting within your network and in your communityMeet with prospects and clients to review...
-
Sun Life Financial Advisor
1 week ago
Regina, Saskatchewan, Canada Sun Life Full timeAbout the RoleSun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and work towards financial independence.Key ResponsibilitiesGrow your business by prospecting within your network and in your communityMeet with prospects and clients to review...
-
Investment Advisor
13 hours ago
Regina, Saskatchewan, Canada Royal Bank of Canada> Full timeUnlock Your Potential as an Investment AdvisorAbout the RoleAs an Investment Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our team is dedicated to providing exceptional service and support to our clients, and we are looking for a talented individual to...
-
Investment Advisor
10 hours ago
Regina, Saskatchewan, Canada Royal Bank of Canada> Full timeUnlock Your Potential as an Investment AdvisorAbout the RoleAs an Investment Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our team is dedicated to providing exceptional service and support to our clients, and we are looking for a talented individual to...
Financial Advisor
3 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 child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.
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 marketleading 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)
- 23 years of proven sales experience in the financial services industry, handling credit and investments
- Demonstrated ability to build trust and maintain longterm 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 topnotch 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
Additional Job Details
Address:
REGINA MAIN BRANCH,
AVE:
REGINA
City:
REGINA
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
Application Deadline:
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.
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.