![Royal Bank of Canada](https://contents.bebee.com/companies/ca/royal-bank-of-canada/avatar-WhnRm.png)
Financial Advisor
7 days ago
Job Summary
Financial Advisor
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.
What will you do?
- Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
- 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 selfserve, 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 marketleading 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
- Completed Certificate of Achievement
- Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance
- Quebec, Investment and Taxation Fundamentals
- Quebec, Insurance and Retirement
- Quebec)
- 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
- Second language skill
- Active in 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
Job Skills
Client Centricity, Collaboration, Critical Thinking, Curiosity
Additional Job Details
Address:
AVE NW:
EDMONTON
City:
EDMONTON
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.
-
Financial Advisor Associate
1 week ago
Edmonton, Alberta, Canada ATB Financial Full timeOur bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...
-
Financial Advisor
7 days ago
Edmonton, Alberta, Canada ATB Financial Full timeOur bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...
-
Financial Advisor
7 days ago
Edmonton, Alberta, Canada ATB Financial Full timeOUR BOTTOM LINE IS DIFFERENT.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...
-
Financial Advisor
1 week ago
Edmonton, Alberta, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - MFDA/AMF page is loaded Financial Advisor - MFDA/AMF Apply locations Edmonton, AB time type Full time posted on Posted 2 Days Ago job requisition id 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...
-
Experienced Financial Advisors
1 week ago
Edmonton, Alberta, Canada Edward Jones Full timeWe believe experienced Financial Advisors do their best work when they can put their clients first.I want to learn more Prioritize your clients, not your firm's bottom-line.Build trust with your clients through personalized solutions, not restricted options. As a Financial Advisor you will have access to a broad suite of investment solutions, and no...
-
Wealth Advisor
1 week ago
Edmonton, Alberta, Canada Connor, Clark & Lunn Financial Group Full timeWealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Edmonton, ABConnor, Clark & Lunn Financial Group ("CCLFG") provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique "multi-boutique" asset management firm, CCLFG is uniquely focused on creating the conditions for success for its...
-
Wealth Advisor
1 week ago
Edmonton, Alberta, Canada CWB Financial Group Full timeAt CWB, we strive to build value for the people who choose us every day: our people, our clients and our investorsWe do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doWealth AdvisorRole SpecificationsEveryday flexibility. Hybrid work...
-
Wealth Advisor
1 week ago
Edmonton, Alberta, Canada CWB Financial Group Full timeAt , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Wealth Advisor Role Specifications Everyday...
-
Financial Advisor
1 week ago
Edmonton, Alberta, Canada Servus Credit Union Full timeEmployment Status: Full-timeSalary Range: $50,850 to $71,091 (dependent on experience level)Servus is growing We are currently looking for a Financial Advisor for our Capilano branch.Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and...
-
Financial Advisor
7 days ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 200112Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be...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...
-
Senior Financial Advisor
1 month ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 197552Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Role OverviewYour Role: Senior Financial AdvisorAt Scotiabank, we support our employees in shaping their futures, fostering a culture of diversity, inclusion, and performance-driven success. We provide coaching, learning opportunities,...
-
Senior Financial Advisor
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 197552Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Role OverviewYour Role: Senior Financial AdvisorAt Scotiabank, we support our employees in shaping their futures, fostering a culture of diversity, inclusion, and performance-driven success. We provide coaching, learning opportunities,...
-
Senior Financial Advisor
1 week ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 197552Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Role OverviewYour Role: Senior Financial AdvisorAt Scotiabank, we support our employees in shaping their futures, fostering a culture of diversity, inclusion, and performance-driven success. We provide coaching, learning opportunities,...
-
Executive Advisor, Financial Services
1 week ago
Edmonton, Alberta, Canada the Ladders Full timeJob InformationJob Title: Executive Advisor, Financial Services Job Requisition ID: 59020Ministry: Affordability and UtilitiesLocation: EdmontonFull or Part-Time: Full TimeHours of Work: 36.25 hours per weekPermanent/Temporary: Permanent Scope: Open CompetitionClosing Date: June 20, 2024Classificati
-
Broker Digital Advisor
7 days ago
Edmonton, Alberta, Canada Northbridge Financial Corporation Full timeWhat it's like to be a Broker Digital Advisor at Northbridge Financial The Broker Digital Advisor is responsible for providing operational support to brokers related to workflows and process readiness. We want your talent If you are great at: Ability to plan, organize, and manage multiple demands and changing priorities/projects, and deliver...
-
Senior Financial Advisor
7 days ago
Edmonton, Alberta, Canada un-jobs Full timeJob title: Senior Financial Advisor – Southgate, Edmonton, AB Company Scotiabank Job description Requisition ID: 197179Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be... Senior Financial AdvisorAt Scotiabank we help employees build their futures – where...
-
HR Business Advisor
1 week ago
Edmonton, Alberta, Canada CWB Financial Group Full timeAtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investorsWe do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we doHR Business AdvisorLocation: Vancouver, BC, Edmonton, AB, Calgary, AB,...
-
Everyday Banking Advisor 2
3 weeks ago
Edmonton, Alberta, Canada ATB Financial Full timeOur bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...
-
Everyday Banking Advisor 2
1 month ago
Edmonton, Alberta, Canada ATB Financial Full timeOur bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...
-
Wealth Advisor
1 week ago
Edmonton, Alberta, Canada Investment Planning Counsel Full timeWealth Advisor With your background, skills and experience you've already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients? ...