Current jobs related to Financial Advisor - Regina Central - RBC

  • Executive Assistant for Team of Financial Advisors

    1 day ago

    Regina, Canada H & A Financial Advisors Full time

    **H & A Financial Advisors seeks an exceptional and experienced Executive Assistant to join our Team.** You are a team player and are a self-motivated, disciplined, highly organized, and detailed individual skilled in communication and passionate about service. Drawing on previous years of experience in an administrative role, you will be responsible for...

  • Associate Advisor

    4 months ago

    Regina, Canada MKS Financial Services Inc. Full time

    **Associate Advisor** **Description** The primary focus of the Associate Advisor is to increase sales, expand the business, and enhance client services. This entails actively prospecting for new clients as well as meeting with existing clientele, leading them through the financial planning process. This role has mínimal administrative duties and is...

  • Wealth Advisor

    1 month ago

    Regina, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...

  • Wealth Advisor

    6 months ago

    Regina, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...

  • Wealth Advisor

    5 days ago

    Regina, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** - Connor, 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...

  • Wealth Advisor

    7 months ago

    Regina, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** - Connor, 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...

  • Experienced Administrative Financial Assistant

    7 months ago

    Regina, Canada Wolfond Financial Full time

    **About us** Wolfond Financial is a small business in Regina, SK S4S 6W8. We are fast-paced, customer-centric, and supportive. Our work environment includes: - Modern office setting - Growth opportunities Wolfond Financial is looking for an experienced Administrative Financial Assistant to join our team. You will support a growing practice and a...

  • Financial Advisor

    1 month ago

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

  • Administrative Assistant

    1 month ago

    Regina, Saskatchewan, Canada Wolfond Financial Full time

    Wolfond Financial seeks an experienced Administrative Financial Assistant to support our growing practice and successful team of advisors. This role offers a unique opportunity to leverage your skills in administrative support, financial software, and client communication to drive business success.About the RoleThis is a full-time position, Monday to Friday,...

  • Sun Life Financial Professional

    1 month ago

    Central Foothills (Sundre), Canada Sun Life Financial Full time

    About UsSun Life Financial is a leading provider of insurance and financial services, dedicated to helping individuals, families, and businesses achieve lifetime financial security.Job OverviewWe are seeking a highly motivated and results-driven Financial Advisor to join our team in Central Alberta. As a Financial Advisor with Sun Life Financial, you will...

  • Financial Administrative Support Specialist

    5 days ago

    Regina, Saskatchewan, Canada Wolfond Financial Full time

    Wolfond Financial is a reputable financial planning firm seeking an organized and detail-oriented Administrative Assistant to join our team in Regina.The ideal candidate will possess strong organizational skills, proficiency in financial software, excellent communication skills, and attention to detail. A positive attitude, ability to prioritize tasks, and...

  • Financial Advisor

    4 weeks ago

    Regina, Canada Royal Bank of Canada Full time

    Job Summary ...

  • Financial Advisor

    6 months ago

    Regina, Canada Conexus Credit Union Full time

    At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...

  • Associate Financial Advisor

    1 day ago

    Regina, 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...

  • Associate Financial Advisor

    15 hours ago

    Regina, 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...

  • Administrative Assistant

    2 months ago

    Regina, Canada Wolfond Financial Full time

    Wolfond Financial is looking for an Administrative Financial Assistant to join our team. You will support a growing practice and a successful team of advisors. What you’ll do - Prepare documents for advisors’ client meetings. - Process purchases, withdrawals, switches, and external transfers - Follow-up tracking on processed transactions with external...

  • Financial Advisor 1, Inbound

    7 days ago

    Regina, Canada Conexus Credit Union Full time

    _At Conexus, it’s not what we do, it’s how we do it._ Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that...

  • Financial Advisor

    5 days ago

    Regina, Canada Scotiabank Full time

    Requisition ID: 146599 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 performance-oriented culture that...

  • Administrative Assistant

    7 months ago

    Regina, Canada H & A Financial Advisors Full time

    **H & A Financial Advisors** seeks an exceptional and experienced **Administrative Assistant** to join our Team. You are a team player and are a self-motivated, disciplined, highly organized, and detailed individual skilled in communication and passionate about service. Drawing on previous years of experience in an administrative role, you will be...

  • Insurance Advisor

    4 months ago

    Regina, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Regina - Victoria Square office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

Financial Advisor

1 month ago

Regina Central, Canada RBC 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 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:
3816 ALBERT ST:REGINA City:
REGINA Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
PERSONAL & COMMERCIAL BANKING Job Type:
Regular Pay Type:
Salaried Posted Date:
2024-11-28 Application Deadline:
2024-12-13 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.