Financial Advisor

3 months ago

Calgary, Canada Royal Bank of Canada Full time

**Job Summary**

**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, 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, Curiosity, Data Analysis, Digital Literacy

**Additional Job Details**

**Address**:
250 SHAWVILLE BLVD SE:CALGARY

**City**:
CALGARY

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-10-25

**Application Deadline**:
2024-11-05

**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.

**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.

  • Financial Advisor

    2 weeks ago

    Calgary, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Financial Advisor

    7 months ago

    Calgary, Canada Evermark Financial Full time

    Who we are: Evermark Financial is a boutique financial services firm based in Cochrane, Alberta. We pride ourselves on always doing the right thing for our clients - whether we are helping them with their investments, retirement planning, insurance, or group plan, the client always comes first. Evermark is a small, tight-knit team and we really value our...

  • Financial Freedom Advisor

    4 days ago

    Calgary, Alberta, Canada Up Financial Full time

    As a licensed financial advisor with Up Financial, you'll have the opportunity to provide independent, customized advice to clients across Canada and the US. Our firm specializes in wealth management and financial planning, offering sophisticated investment advice and comprehensive planning services.We're dedicated to providing a client-first approach,...

  • Financial Advisor

    4 months ago

    Calgary, Canada AI Financial Power Group Full time

    **Financial Advisor** Do you want to expand your insurance business? Do you want to make investment for your clients? Do you enjoy building relationships? Are you are seeking a new career opportunity or change to a different industry? Are you currently working in the financial services industry and are seeking a change and opportunity to positively impact...

  • Financial Advisor

    2 weeks ago

    Calgary, Canada ATB Financial Full time

    **OUR BOTTOM LINE IS DIFFERENT.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Associate Financial Advisor

    2 weeks ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Financial Advisor Assistant

    2 months ago

    Calgary, Canada Raymond James Financial, Inc. Full time

    **Financial Advisor Assistant** - 2403759 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Financial Protection Advisor Trainee

    2 weeks ago

    Calgary, Alberta, Canada Neilson Financial Services Full time

    Develop Your Skills in Life InsuranceAre you ready to kickstart an exciting and rewarding career in sales? We're looking for ambitious individuals who are eager to learn, grow, and succeed. As a Financial Protection Advisor Trainee, you'll have the opportunity to work with a leading provider of life insurance options, Neilson Financial Services. With fully...

  • Career Growth Opportunity for Financial Advisors

    3 days ago

    Calgary, Alberta, Canada Up Financial Full time

    About UsUp Financial is a leading Wealth Management and Financial Planning firm specializing in providing sophisticated investment advice and comprehensive financial planning across Canada and the US.We pride ourselves on delivering independent, customized advice without the conflicts associated with larger brokerage firms and banks. Our values center around...

  • Financial Advisor Associate, Support Team

    4 months ago

    Calgary, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Remote Financial Advisor--Independent Contractor

    1 week ago

    Calgary, AB, Canada Up Financial Full time

    Licensed Financial Advisor - Wealth Management 🌟 Up Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Up Financial was established to provide clients with independent, customized advice without the conflicts...

  • Financial Advisor Wealth Advice Centre

    4 months ago

    Calgary, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Associate Financial Advisor

    3 weeks ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Up Financial | Financial Advisor | Build Your Book with One of Canada’s Fastest-Growing Wealth Management Firms

    3 days ago

    calgary, Canada Up Financial Full time

    Position: Licensed Financial Advisor - Wealth Management Ready to take your financial advisory career to the next level? Join a dynamic firm that will empower you to grow your book while working from anywhere in Canada!☁️ About UsUp Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice...

  • Up Financial | Financial Advisor | Build Your Book with One of Canada’s Fastest-Growing Wealth Management Firms

    6 days ago

    calgary, Canada Up Financial Full time

    Position: Licensed Financial Advisor - Wealth Management🌟 Ready to take your financial advisory career to the next level? Join a dynamic firm that will empower you to grow your book while working from anywhere in Canada!☁️ About UsUp Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment...

  • Financial Advisor Wealth Advice Centre

    3 months ago

    Calgary, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Associate Advisor

    2 months ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About the JobGriffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning.  Their dynamic team excels in building strategies for executives and business owners.  They currently service over 2000 households and manage...

  • Associate Advisor

    2 weeks ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About the Job:Griffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage...

  • Financial Advisor

    3 months ago

    Calgary, Canada Royal Bank of Canada Full time

    **Job Summary** **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...

  • Financial Advisor | Build Your Book with One of Canada’s Fastest-Growing Wealth Management Firms

    1 week ago

    Calgary, Canada Up Financial Full time

    Position: Licensed Financial Advisor - Wealth Management Ready to take your financial advisory career to the next level? Join a dynamic firm that will empower you to grow your book while working from anywhere in Canada!☁️ About UsUp Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice...