Financial Advisor

2 weeks ago

Winnipeg, 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 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 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

**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**:
2855 PEMBINA HWY:WINNIPEG

**City**:
WINNIPEG

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-05-02

**Application Deadline**:
2024-05-17

**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.

  • Bilingual Member Service Advisor

    4 weeks ago

    Winnipeg, Canada Caisse Financial Group Full time

    **Your next jobyour new joie de vivre** Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking for people to fill the following position in Winnipeg (Dakota). **MEMBER SERVICE ADVISOR** (Full-time, permanent) **More about the position** The Member Service Advisor (MSA) creates and sustains...

  • Financial Advisor

    2 weeks ago

    Winnipeg, Canada Royal Bank of Canada> Full time

    Job SummaryWhat 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...

  • Financial Advisor

    2 weeks ago

    WINNIPEG, Canada Royal Bank of Canada Full time

    Job SummaryWhat 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...

  • Financial Advisor

    3 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Winnipeg, MB time type Full time posted on Posted 5 Days Ago job requisition id 2408319 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    4 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Winnipeg, MB time type Full time posted on Posted 5 Days Ago job requisition id 2408319 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    4 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Winnipeg, MB time type Full time posted on Posted 5 Days Ago job requisition id 2408319 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Associate Financial Advisor

    1 month ago

    Winnipeg, 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

    1 month ago

    Winnipeg, 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...

  • Banking Advisor/Financial Advisor: Winnipeg

    4 weeks ago

    Winnipeg, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWe are hiring Advisors for multiple positions located in Winnipeg.The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including extended hours, and Saturdays) as required.What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships...

  • Sr. Financial Advisor

    3 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Sr. Financial Advisor

    3 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Sr. Financial Advisor

    3 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Sr Financial Advisor-MFDA/AMF

    2 days ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    1 month ago

    Winnipeg, Canada Assiniboine Credit Union Full time

    **Role Overview**: Reporting to the Branch Manager, the Financial Advisor is primarily responsible for building and maintaining member relationships through advising on the full range financial products, services and investment vehicles including mutual funds. The Financial Advisor champions the credit union’s advice and service oriented culture and builds...

  • Financial Advisor- IIROC

    2 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce 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...

  • Financial Advisor- IIROC

    2 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce 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...

  • Financial Advisor- IIROC

    2 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce 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...

  • Financial Advisor

    4 weeks ago

    Winnipeg, MB, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Winnipeg, MB time type Full time posted on Posted 5 Days Ago job requisition id 2408319 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. ...

  • Financial Advisor

    5 days ago

    Winnipeg, Canada Assiniboine Credit Union Full time

    **Role Overview**: Reporting to the Branch Manager, the Financial Advisor is primarily responsible for building and maintaining member relationships through advising on the full range financial products, services and investment vehicles including mutual funds. The Financial Advisor champions the credit union’s advice and service oriented culture and builds...

  • Associate Financial Advisor

    3 weeks ago

    Winnipeg, 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...