Financial Advisor

Found in: beBee jobs CA - 1 week ago

Calgary, Alberta, Canada Royal Bank of Canada Full time

Job Summary

Job Description

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 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 – 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)
  • 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

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
  • Opportunity to represent Canada's leading financial services brand in your community

Job Skills

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

Additional Job Details

Address:

CALGARY MAIN BRANCH, 339 8 AVE SW:CALGARY

City:

CALGARY

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.
​​​​​​​
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

  • Senior Advisor, IFRS

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada TransAlta Corporation Full time

    ABOUT THE ROLE TransAlta is currently seeking a full-time Senior Advisor, IFRS & External Reporting, to join our dynamic Financial Reporting team.The Sr. Advisor, IFRS & External Reporting is primarily accountable for advising on select complex accounting issues arising from business transactions, new transactions, new accounting pronouncements, and...

  • Sr. Advisor, Contracting

    Found in: beBee jobs CA - 2 weeks ago

    Calgary, Alberta, Canada NES Fircroft Full time

    Job Title: Sr. Advisor, Contracting & Sourcing Location: Calgary, AB Schedule: M-F (40 hrs/week) Contract length: 12+ months. Anticipated Start date: ASAP About the role: Our client's Calgary office is recruiting for a Senior Advisor, Contracting & Sourcing to join the team. This position reports to the Supervisor in the Supply Chain Service Unit, part of...

  • Enrolment Services Advisor, Office of the Registrar

    Found in: beBee jobs CA - 2 weeks ago

    Calgary, Alberta, Canada University of Calgary Full time

    Description Enrollment Services within the Office of the Registrar is currently seeking a Full-time Temporary Relief Enrolment Services Advisor for approximately 15 months. As a member of the Enrolment Services team, this position reports to the Assistant Registrar, Enrolment Services. Along with a team of student advising professionals, this position is...

  • Investment Counsellor

    Found in: beBee jobs CA - 6 days ago

    Calgary, Alberta, Canada Targeted Talent Full time

    TITLE: Investment CounsellorLOCATION: Calgary, ABREPORTING: COO/CCOJOB PURPOSE: Why does the role exist? The Investment Counsellor (IC) is responsible for interacting directly with clients, assisting in sales and marketing efforts, working cooperatively within a team environment, and interacting with our Integrated Advisory partners and other constituencies...

  • Insurance Advisor Life, Health

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?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 acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to...

  • Sr. Contracts Advisor

    Found in: beBee jobs CA - 6 days ago

    Calgary, Alberta, Canada NES Fircroft Full time

    Job Title: Sr. Contracts Advisor - Turnarounds Location: Calgary, AB Schedule: M-F (40 hrs/week) Job Type: Hybrid Contract length: 15 months. Anticipated Start date: June 3rd, 2024. About the role: Reporting to the Sr. Manager, SCM Projects and Turnarounds, the primary purpose of the incumbent in this position is to support Major Turnarounds as follows: 1....

  • Senior Communications Advisor

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada Cenovus Energy Inc. Full time

    Worker Type: EmployeeGroup: Media & Issues Management DepartmentJob Post End Date: 04/17/2024About this opportunity:Cenovus Energy is looking for an experienced Senior Communications Advisor to join our Media & Issues Management team. The position involves a broad range of communications responsibilities, including collaboration with other functions within...

  • Senior Social Investment Advisor, Employee Programs

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada Cenovus Energy Inc. Full time

    Worker Type: EmployeeGroup: Community & Indigenous Affairs DepartmentJob Post End Date: 04/13/2024About this opportunity:At Cenovus, we play an important role in helping to solve some of society's biggest challenges and are committed to making social investments to make people's lives better. Our Social Investment Strategy is designed to fund and co-create...

  • Associate

    Found in: beBee jobs CA - 6 days ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is this opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

  • Banking Advisor

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Client Advisor

    Found in: beBee jobs CA - 5 days ago

    Calgary, Alberta, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners...

  • Portfolio Administrator Level 1

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada Targeted Talent Full time

    TITLE: Portfolio Administrator Level 1LOCATION: Calgary, ABREPORTING: Portfolio Administrator Team LeadJOB PURPOSE: Why does this role exist?The Portfolio Administrator (PA1) delivers exceptional client service and support as it pertains tothe delivery of client administrative services for new and existing clients. This role works with thefirm's Asset...

  • Banking Advisor Intern

    Found in: beBee jobs CA - 6 days ago

    Calgary, Alberta, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionJob Description:What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter...

  • Senior Treasury Solutions Specialist

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an expert advisor, you proactively provide advice and enable Senior Commercial Markets clients to leverage RBC's cash management solutions, taking responsibility for clients' onboarding, activation and ongoing adoption of digital solutions. These clients are the largest and most complex clients within...

  • Remote Account Director/Client Services

    Found in: beBee jobs CA - 17 hours ago

    Calgary, Alberta, Canada TD Bank Full time

    remote type Hybrid locations Calgary, Alberta time type Full time posted on Posted 3 Days Ago job requisition id R_ Work Location: Calgary, Alberta, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details:Job Description: The Commercial Banking Account Manager, FRG is a trusted advisor who with sensitivity to the clients operating...

  • Sr. Project Manager

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada RBC - Royal Bank Full time

    Job SummaryThis is a Senior Business & Technology Project Manager/Scrum Master position at Royal Bank. In this role, you will manage data ingestion & consumption works streams serving data to multiple transformational initiatives across Business and Operations lines of business'. In serving this horizontal layer of delivery, you will be responsible for...

  • Executive Assistant to VP, People and Culture

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada SAIT Polytechnic Full time

    SAIT is a global leader in applied education and an institution that empowers employees to make a difference in the lives of our students. Building on more than a century of history, we are looking for innovative employees wanting to create a future with us. As part of our team, you are encouraged to be bold and inventive, bringing new ideas to the table....

  • Project and Engineering Physics Project Administrator, Mechanical and Manufacturing Engineering

    Found in: beBee jobs CA - 6 days ago

    Calgary, Alberta, Canada University of Calgary Full time

    Description Mechanical and Manufacturing Engineering within the Schulich School of Engineering is currently seeking a Full-time Regular Project and Engineering Physics Project Administrator.Reporting to the Manager, Department Operations, the Engineering Physics Project Administrator is responsible for providing accurate information and guidance to faculty...

  • Manager, Department Operations

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada University of Calgary Full time

    Description Mechnical & Manufacturing Engineering (MME) within the Schulich School of Engineering is currently seeking a Full-time Regular Manager, Department Operations.Reporting to the Senior Manager, Department Operations, this position directly supports the Mechanical & Manufacturing Engineering (MME) department and has a key leadership role supporting...

  • Program Outreach Coordinator, Enhanced Livestock Diagnostics, Diagnostic Services Unit

    Found in: beBee jobs CA - 1 week ago

    Calgary, Alberta, Canada University of Calgary Full time

    Description The Diagnostic Services Unit in the Faculty of Veterinary Medicine invites applications for a Program Outreach Coordinator, Enhanced Livestock Diagnostics. This Full-time Fixed Term position is for approximately 6 months (based on length of grant funding), with the possibility of extension.This position reports to the Director.This position...