Financial Advisor

2 days ago

Northwestern Alberta High Level, Canada RBC Full time

Job Summary

Job Description
Financial Advisor - Grande Prairie

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, and 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

Whats 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 Canadas 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:
9815 98 ST:GRANDE PRAIRIE City:
GRANDE PRAIRIE Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
PERSONAL & COMMERCIAL BANKING Job Type:
Regular Pay Type:
Salaried Posted Date:
2024-10-01 Application Deadline:
2024-12-09 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion 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 jobs.rbc.com.

  • Financial Advisor

    1 day ago

    Northwestern Alberta (High Level), Canada RBC Full time

    Job SummaryJob Description Financial Advisor - Grande PrairieWhat 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...

  • Advisor Financial Services

    5 days ago

    Northwestern Ontario, Canada Canadian Imperial Bank of Commerce Full time

    p>Financial Services AssociateApply locations Thunder Bay, ONTime type: Full timePosted on: Posted 2 Days AgoTime left to apply: End Date: December 13, 2024 (18 days left to apply)Job requisition id: 2425261We’re building a relationship-oriented bank for the modern world. p>What you'll be doingAs a member of the Personal and Business Banking Team, you’ll...

  • Advisor Financial Services

    5 days ago

    Northwestern Ontario, Canada CIBC Full time

    p>We’re building a relationship-oriented bank for the modern world. p>What you'll be doingAs a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative...

  • Financial Advisor

    3 days ago

    Northwestern Saskatchewan (Battleford), Canada RBC 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their...

  • Financial Advisor

    2 days ago

    Northwestern Saskatchewan (Battleford), Canada RBC Full time

    Job SummaryJob 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor- Intake Rural AB

    6 months ago

    High Level, 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...

  • Insurance Advisor

    1 month ago

    High River, 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...

  • Branch Administrator

    3 months ago

    High River, Canada Raymond James Financial, Inc. Full time

    **Branch Administrator** - 2403066 Raymond James Independent Financial Services is seeking a qualified Branch Administrator to work in our High River IFS office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Investment Advisor

    3 days ago

    Southeastern Alberta (Drumheller), Canada RBC 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 youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...

  • Investment Advisor

    2 days ago

    Southeastern Alberta (Drumheller), Canada RBC Full time

    Job SummaryJob 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 youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...

  • Mobile Mortgage Advisor Ii

    6 months ago

    Alberta, 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...

  • Senior Portfolio Accounting Advisor

    2 weeks ago

    Edmonton, Alberta,, Edmonton region, Canada CWB Full time

    At CWB , 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doLocation | Edmonton, AB. Put a new spin on your banking career The...

  • Myflex Solutions Account Manager

    6 months ago

    Alberta, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Associate Client Services Consultant

    3 weeks ago

    Northwestern Ontario, Canada CIBC Full time

    p>We’re building a relationship-oriented bank for the modern world. p>As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’...

  • Investment Sales Director

    5 days ago

    Northwestern Ontario, Canada Equitable Life of Canada Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Manager, Assurance

    5 months ago

    Northwestern Ontario, Canada Mnp Llp Full time

    DescriptionInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a...

  • Premium Banker

    2 months ago

    Calgary, Alberta, D3J, CA National Bank Full time

    A career at National Bank of Canada means playing a key role in transforming the client experience. As a Premium Banker, you will leverage your expertise in transactional banking and credit solutions to support our NBF Wealth Management advisors and their clients. Delivering exceptional customer service is our top priority, and we are actively seeking a...

  • Client Advisor

    1 month ago

    High River, Canada Royal Bank of Canada Full time

    **Job Summary** **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, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...

  • Banking Advisor

    4 days ago

    High River, Canada Royal Bank of Canada Full time

    **Job Summary** **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 most to clients and...

  • Solution Consultant

    5 months ago

    Alberta, Canada J.S. Held Full time

    SOLUTION CONSULTANT **The Company** **Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?** J.S. Held is a global consulting firm providing technical, scientific, and financial expertise across all assets and value at risk. Our professionals serve as trusted...