Financial Advisor

2 days ago


Kings County Kingston, 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 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 childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.

Job Description
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 clients 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)
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
Fluency in a second language
Active in the local community, 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:
437 MAIN ST:WOLFVILLE City:
WOLFVILLE Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
PERSONAL & COMMERCIAL BANKING Job Type:
Regular Pay Type:
Salaried Posted Date:
2024-09-06 Application Deadline:
2024-12-12 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

    2 days ago


    Kings County (Kingston), 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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor

    2 weeks ago


    Clearwater County, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a prominent credit union in BC, was founded by Gulf & Fraser and Interior Savings. With approximately $ billion in total assets under administration, it is the second largest provincially regulated credit union in the province. The credit union offers a wide range of banking services, insurance, and wealth management...


  • Kingston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary: We are seeking an experienced Financial Planning Advisor to join our team at TD Wealth Management. As a Financial Planning Advisor, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve them.Key Responsibilities: Develop and implement comprehensive financial plans for...

  • Financial Advisor

    3 months ago


    Norfolk County, Canada Royal Bank of Canada Full time

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


  • Kingston, Canada Canadian Imperial Bank of Commerce Full time

    p>Financial Services Associate Locations: Kingston, ON Time Type: Full time Posted on: Posted 2 Days Ago Time left to apply: End Date: November 5, 2024 (5 days left to apply) Job Requisition ID: 2423485 We’re building a relationship-oriented bank for the modern world. com What you'll be doing As a member of the Imperial Service Team, you’ll partner with...

  • Financial Advisor

    2 days ago


    Peterborough County and North Hastings County (Lakefield), 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

    6 months ago


    Kingston, 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...

  • Financial Advisor

    2 days ago


    Peterborough County and North Hastings County (Lakefield), 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...


  • Antigonish County, Canada Royal Bank of Canada Full time

    We are seeking a highly skilled and motivated individual to join our team as a Financial Services Advisor in the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and support, while also identifying and pursuing business opportunities to grow our customer base.Your primary focus will be on...


  • Kingston, Canada Scotiabank Full time

    Requisition ID: 197979 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    3 months ago


    Kingston, 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...


  • Kingston, Canada Financial Horizons Group Full time

    Do you often get praise for being a strong communicator? Are you a service oriented individual that loves to stay organized? Do you get satisfaction in completing every piece of a puzzle? Was that three yeses? If so, then you could be the next** Insurance Administrator** to join the FH family! Curious, and want to know more? Keep reading to see if this...

  • Outside Sales Advisor

    5 months ago


    Kingston, Canada Haven Home Heating & Air Conditioning Full time

    Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with customersSpecific...

  • Office Administrator

    6 months ago


    Kingston, Canada Financial Horizons Group Full time

    Do you often get praise for being a strong communicator? Are you a service oriented individual that loves to stay organized? Do you get satisfaction in completing every piece of a puzzle? Was that three yeses? If so, then you could be the next **Office Administrator & Inforce Specialist** to join the FH family! Curious, and want to know more? Keep reading...


  • Middlesex County, Canada York University Full time

    Purpose: Glendon Student Financial Services is the main source of financial support and assistance for students at the Glendon campus of York University. Our goal is to ensure that all Glendon students have the required funds to successfully complete their studies, and to help them acquire skills in financial literacy that they can use in their personal...


  • Kingston, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    As a key member of the Imperial Service Team at the Canadian Imperial Bank of Commerce, you will play a vital role in supporting Financial Advisors to help high-value clients achieve their financial goals and set up their businesses. Your expertise in cash management, credit, investment, and wealth protection will enable you to provide informed guidance to...

  • Office Administrator

    6 months ago


    Kingston, Canada Financial Horizons Group Full time

    Are you looking for a career and not just another job? Do you see yourself as a strong communicator? Are you someone that loves to stay organized? Is going the extra mile for your clients something you take pride in? If ‘yes’ is the only answer that comes to mind, then you could be the next **Office Administrator **to join the FH family! This is an...

  • Outside Sales Advisor

    6 months ago


    Kingston, Canada Haven Home Heating & Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! **Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid...


  • Kingston, Ontario, Canada Sun Life Full time

    Financial Freedom and IndependenceSun Life is seeking a highly motivated and driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and earn a competitive income.With Sun Life's exceptional training and support, you will be equipped with the skills and knowledge necessary to...


  • Kingston, Canada Queen's University Full time

    **About Queen's University** Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics &...