Financial Advisor

2 weeks ago

Thunder Bay, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Financial Advisor (Thunder Bay, ON)

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 child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.

**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 client’s banking problems
- Implement contact and relationship building strategies, and support new client acquisition in local community
- Educate clients on 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

**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 Summary**

**Address**:
THUNDER BAY, Ontario, Canada

**City**:
CAN-ON-THUNDER BAY

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular - Trainee (Trainee)

**Pay Type**:
Salaried

**Posted Date**:
2023-03-07-08:00

**Application Deadline**:
2023-03-21-07:00

**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 days ago

    Thunder Bay, Canada Nishnawbe Aski Police Service Full time

    **Why Join Nishnawbe Aski Police Service (NAPS)?** Employing over 230 uniform officers and 40 full-time civilians, NAPS is the largest First Nations police service in Canada and the 2nd largest First Nations police service in North America. NAPS polices 34 communities across the NAN territory which encompasses nearly 2/3 of the Province of Ontario. Not only...

  • Commercial Banking Advisor

    6 days ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of the Client Relationship Team in a results-oriented environment in collaboration with Relationship Managers, Treasury Solutions, Service Advisors and...

  • Client Advisor

    7 days ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Client Advisor

    4 weeks ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Client Advisor

    4 weeks ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Insurance Advisor Trainee

    2 days ago

    Thunder Bay, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor Trainee at our office in Thunder Bay, ON. This position is for a 1 year contract. Do you love to provide exceptional client service? If so, you will love working for Westland! We are...

  • Financial Services Associate

    5 days ago

    Thunder Bay, 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...

  • Client Advisor

    6 days ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Client Advisor

    6 days ago

    Thunder Bay, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Associate Financial Services Specialist

    4 weeks ago

    Thunder Bay, 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...

  • Client Advisor

    7 days ago

    Thunder Bay, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    4 days ago

    THUNDER BAY, Canada Royal Bank of Canada Part time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    6 days ago

    Thunder Bay, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    6 days ago

    Thunder Bay, Canada RBC - Royal Bank Part time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Associate

    1 week ago

    Thunder Bay, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the Opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...

  • Client Advisor

    5 days ago

    Thunder Bay, 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...

  • Financial Services Associate

    4 weeks ago

    North Bay, 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

    2 days ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • In-Person Career Event

    1 week ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionBe part of an organization that wants to bring out the best in youRBC is committed to ensuring our clients come first. It's what drives us to seek motivated individuals who share this commitment to client satisfaction and success. We are offering a unique experience for you to join us for an IN PERSON EVENT and learn why a career in...

  • Client Advisor

    4 weeks ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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...