Financial Advisor

2 weeks ago

Oakville, Ontario, Canada Royal Bank of Canada Full time

Job Summary

Job Description

Multiple positions available apply today
We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and Saturdays) as required.

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 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 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 (e.g., 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 (e.g., 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 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

PCBADV

Job Skills

Additional Job Details

Address:

1005 SPEERS RD:OAKVILLE

City:

OAKVILLE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Job Type:

Regular – Trainee (Trainee)

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.
​​​​​​​
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

  • Experienced Financial Advisor

    2 days ago

    Oakville, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Experienced Financial AdvisorCOMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for an opportunity to grow your practice in the Financial Services Industry?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to...

  • Financial Advisor

    3 weeks ago

    Oakville, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply todayWe are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Client Advisor

    3 weeks ago

    Oakville, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply todayWe are hiring full and part time advisors at many of the retail branch locations in the Halton market area (incl. Burlington, Oakville, Halton Hills and Milton). The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including...

  • Investment Advisor

    2 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Investment Advisor

    3 weeks ago

    Oakville, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionGrow your business, your way - with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for...

  • Senior Financial Analyst, Infrastructure Funds

    2 days ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Fengate is seeking a Senior Financial Analyst to join the Infrastructure Funds finance team. Reporting to the Senior Manager, Finance, Infrastructure Funds the individual will be responsible for investor and executive reporting, financial analysis and fund modelling, tax, treasury, compliance, and management of Fengate's infrastructure funds. This role will...

  • Insurance Advisor, Life, Health

    3 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...

  • Branch Operations Assistant

    3 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities Management team located in Oakville is looking for a Branch Operations Assistant to join their team You will provide superior service along with administrative and operational support to clients and employees.What will you do?Help manage incoming communications from clients,...

  • Financial Advisor Trainee

    2 weeks ago

    Oakville, Canada Desjardins Financial Security Independent Network - ON Central Full time

    **Financial Advisor Trainee**: **COMPANY**: Desjardins Financial Security **LOCATION**: Mississauga **BECOME A PART OF OUR SUCCESS STORY** Looking to gain experience and a career as a Financial Advisor? **ABOUT US**: **Desjardins Financial Security Independent Network** is part of **Desjardins Financial Security**, a leading financial services firm...

  • Experienced Financial Advisor

    1 week ago

    Oakville, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Experienced Financial AdvisorCOMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for an opportunity to grow your practice in the Financial Services Industry?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to...

  • Financial Advisor Assistant

    5 days ago

    Oakville, Canada WSC Financial Solutions Inc. Full time

    **Who are we ?** WSC Financial Solutions is a multi - advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 14-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include higher net worth individuals and families, business owners, professionals, and group insurance...

  • Jr. Financial Advisor

    5 days ago

    Oakville, Canada Aria Benefits Full time

    Do you have a passion for helping other achieve their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Are you looking to grow your career as a Financial Advisor in an innovative and leading-edge organization? Then join Life & Legacy Advisory Group as a Jr. Financial Advisor**.** **In...

  • Financial Advisor

    2 days ago

    OAKVILLE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionMultiple positions available apply today!We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Financial Advisor

    4 weeks ago

    Oakville, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply today!We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Financial Advisor

    5 days ago

    Oakville, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply today!We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Wealth Advisor Assistant

    2 weeks ago

    Oakville, Canada Staffix Full time

    Are you a recent graduate of a Financial Planning program with your Canadian Securities Course (CSC) eager to launch your career?Do you thrive in a fast-paced environment and enjoy helping others achieve their financial goals?If so, we want to hear from you!A well-established financial advisor in Oakville is seeking a bright and ambitious Advisor Assistant...

  • Junior Financial Associate

    1 week ago

    Oakville, Canada Nour Private Wealth Full time

    **Job description**: - Assist in analyzing financial data, trends, and performance metrics. - Prepare reports and presentations to communicate findings to the finance team. - Contribute to the development of budgets and forecasts. - Monitor budgetary performance and report on variances. - Aid in maintaining accurate financial records. - Assist with...

  • Client Advisor

    3 days ago

    Oakville, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Associate Financial Services Specialist

    2 days ago

    Oakville, 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...

  • Investment Advisor

    2 weeks ago

    Oakville, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    2 weeks ago

    Oakville, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    2 weeks ago

    Oakville, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Manager, Financial Regulatory Reporting

    2 weeks ago

    Oakville, Canada FCT Full time

    Sommaire de la compagnie Venez travailler pour une entreprise qui est engagée dans la réussite de chacun de ses employés. C’est un milieu de travail où les innovateurs et les collaborateurs se rencontrent et tirent parti des talents de chacun. Un endroit où la diversité est accueillie et célébrée. FCT offre la meilleure assurance titres...

  • Senior Financial Analyst, Financial Reporting

    3 weeks ago

    Oakville, Canada FCT Full time

    Sommaire de la compagnie Venez travailler pour une entreprise qui est engagée dans la réussite de chacun de ses employés. C’est un milieu de travail où les innovateurs et les collaborateurs se rencontrent et tirent parti des talents de chacun. Un endroit où la diversité est accueillie et célébrée. FCT offre la meilleure assurance titres...

  • Client Advisor

    4 weeks ago

    Oakville, Canada RBC - Royal Bank Part time

    Job SummaryJob DescriptionMultiple positions available ~ apply today!We are hiring full and part time advisors at many of the retail branch locations in the Halton market area (incl. Burlington, Oakville, Halton Hills and Milton). The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including...

  • Financial Advisor/ Financial Services Specialist

    3 weeks ago

    Oakville, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Recovery Advisor

    1 week ago

    Oakville, Canada Aviva plc Full time

    Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence.We are currently recruiting for a Recovery Advisor with a focus on Property recoveries.The purpose of this role is to investigate, evaluate, negotiate and settle recovery opportunities for...

  • Investment Advisor

    2 weeks ago

    OAKVILLE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...