Financial Advisor

2 weeks 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 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**:
950 VICTORIA AVE E:REGINA

**City**:
REGINA

**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**:
2024-04-30

**Application Deadline**:
2024-05-10

**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

    3 weeks ago

    Regina, Canada Forest Hills Financial Group Full time

    *Remote/hybrid opportunity from Bergen/Essex/Passaic/Morris/Somerset/Union/Hudson County, New Jersey. Office space is located in New York City.*Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.  We take an uncommon approach to financial services, focusing on...

  • Financial Advisor

    7 days ago

    Regina, Saskatchewan, Canada RBC - Royal Bank 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

    5 days ago

    Regina, Saskatchewan, 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 Associate Wealth Advisor

    3 weeks ago

    Regina, Canada Aviso Full time

    Affinity Financial Strategies/GP Financial ServicesLicensed Sales Assistant or Associate Wealth AdvisorAffinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments and...

  • Financial Associate Wealth Advisor

    3 weeks ago

    Regina, Canada Aviso Wealth Full time

    Affinity Financial Strategies/GP Financial Services Licensed Sales Assistant or Associate Wealth Advisor Affinity Financial Strategies (“AFS”), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments and...

  • Financial Advisor

    2 weeks ago

    REGINA, 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...

  • Senior Financial Advisor

    3 weeks ago

    Regina, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...

  • Senior Financial Advisor

    4 weeks ago

    Regina, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...

  • Senior Financial Advisor

    4 weeks ago

    Regina, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need...

  • Financial Advisor

    2 weeks ago

    Regina, Canada RBC - Royal Bank 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...

  • Full Time Financial Advisor

    2 weeks ago

    Regina, Canada Canadian Imperial Bank of Commerce Full time

    Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 We're building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional...

  • Associate Financial Advisor

    2 weeks 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...

  • Financial Advisor

    3 weeks ago

    Regina, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 We’re building a relationship-oriented bank for the modern world. We...

  • Financial Advisor

    3 weeks ago

    Regina, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 We’re building a relationship-oriented bank for the modern world. We...

  • Financial Advisor

    4 weeks ago

    Regina, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 We’re building a relationship-oriented bank for the modern world. We...

  • Senior Financial Advisor

    3 weeks ago

    Regina, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Financial Planning Specialist

    1 week ago

    Regina, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Insurance Advisor Trainee

    7 days ago

    Regina, 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 a Insurance Advisor Trainee at our Regina, SK office. 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...

  • Auto Insurance Advisor

    7 days 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 Auto Insurance Advisor in Regina, SK at our 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...

  • Banking Advisor

    7 days ago

    Regina, Canada Royal Bank of Canada Full time

    **Job Summary** **We are looking for future advisors for multiple branch locations in the Regina area. The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and Saturdays) as required. The Investment Funds in Canada and/or Canadian Securities Course is a mandatory...