Financial Advisor

2 weeks ago


Yorkton, Canada RBC Full time

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 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 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 Curious Mindset Data Analysis Digital Literacy Additional Job Details Address: 78 BROADWAY ST E:YORKTON City: Yorkton Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-01-13 Application Deadline: 2026-01-28 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. 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. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. #J-18808-Ljbffr


  • Financial Advisor

    1 day ago


    Yorkton, Saskatchewan, Canada Royal Bank of Canada Full time

    Job DescriptionWhat 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...


  • Yorkton, 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...


  • Yorkton, Canada RBC Full time

    A leading financial services institution in Yorkton is looking for a Financial Advisor to nurture and grow relationships with clients. The ideal candidate will provide proactive, professional advice on banking, investments, and credit while collaborating with RBC partners. You will leverage your sales experience to build trust and maintain long-term client...

  • Sun Life Advisor

    4 weeks ago


    Yorkton, Canada Financière Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Insurance Advisor

    7 days ago


    Yorkton, 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 Yorkton, SK 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 career...


  • Yorkton, Canada Cornerstone Credit Union Full time

    **Farm & Business Advisor - Yorkton Branch**: **_ Closes May 9, 2025_** Are you an outgoing individual who is great with numbers, and even better at building relationships? We're looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Yorkton branch of...

  • Insurance Advisor

    1 day ago


    Yorkton, Saskatchewan, Canada Talent Acquisition Team at Westland Insurance. Text reply only. 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 Yorkton, SK. 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 career-minded individual...


  • Yorkton, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor, Auto at our location in Yorkton, SK. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is...


  • Yorkton, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Yorkton, SK location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is...

  • Personal Banker

    4 weeks ago


    Yorkton, Canada TD Full time

    A leading Canadian bank in Yorkton is seeking a Personal Banker to provide expert financial advice and assist customers in achieving their financial goals. The ideal candidate will engage with customers, deliver personalized solutions, and maintain high service standards. Candidates should possess a high school diploma, experience in customer service, and...