Financial Advisor

2 weeks ago

Richmond Hill, Canada Royal Bank of Canada Full time

**Job Summary**

**Financial Advisor
- Greater Toronto Area**

**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, an 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)
- Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
- 1-2 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 second language Cantonese and/or Mandarin
- 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**

**Additional Job Details**

**Address**:
365 HIGH TECH RD:RICHMOND HILL

**City**:
RICHMOND HILL

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-01-22

**Application Deadline**:
2024-02-03

**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

    Richmond Hill, Canada Royal Wealth Financial Full time

    **Its a 100% commission based position!** We are seeking a Financial Advisor Part-Time or Full-Time to join our team! You will deliver personalized saving, investment and wealth building solutions to help clients work toward their short-term and long-term financial goals. If that’s something you’re looking for, message me with your availability for an...

  • Financial Advisor

    4 weeks ago

    Richmond Hill, Canada Royal Wealth Financial Full time

    **Its a 100% commission based position!** We are seeking a Financial Advisor Part-Time or Full-Time to join our team! You will deliver personalized saving, investment and wealth building solutions to help clients work toward their short-term and long-term financial goals. If that’s something you’re looking for, message me with your availability for an...

  • Financial Advisor Assistant

    1 week ago

    Richmond, Canada Seed Pacific Financial Group Full time

    Job Summary: Seed Pacific Financial Group committed to providing exceptional financial planning services to our clients. With a dedication to integrity, professionalism, and personalized solutions, we strive to help our clients achieve their financial goals and secure their futures. **Position**: Financial Advisor Assistant **Duties**: - Oversee and...

  • Advisor Success Assistant

    2 weeks ago

    Richmond Hill, Canada AI Financial Power Group Full time

    **Responsibilities**: - Engaging with Financial Advisors, helping them understand the product and implement the onboarding process - Use your findings to refine the onboarding process. Identify pain points and collaborate with a team to overcome them - Organizing internal training sessions for Financial Advisors - Growing your knowledge of the industry and...

  • Financial Advisor

    7 days ago

    Richmond Hill, Ontario, Canada MCC Lending & Financial Solutions Full time

    Education: Master's degree Experience: 2 years to less than 3 yearsTasks: Identify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning Arrange for sale of financial products and...

  • Associate Advisor

    2 weeks ago

    Richmond, Canada Sun Life Financial Full time

    _**Sales & Associate Advisor**_ We are seeking a dynamic and knowledgeable Associate Advisor to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in providing comprehensive financial planning advice to clients helping them navigate the financial landscape and achieve their financial goals....

  • Financial Advisor

    1 week ago

    Richmond Hill, 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 Management Advisor

    7 days ago

    Richmond Hill, Canada City of Richmond Hill Full time

    Posting Id- 2518- Department- Corporate and Financial Services- Division- Financial Services- Rate of Pay- $100,218.00 -$116,246.00 Annual- Job Type- Permanent Full Time- Replacement/New Position- New Hire- Posting Type- Internal and External- Posting Date- 03/29/2024- Application Deadline- 04/18/2024**Position Summary**: Reporting to the Manager, Financial...

  • Financial Advisor

    2 months ago

    Richmond, 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    2 months ago

    Richmond Hill, Canada The Co-operators Full time

    **Financial Advisor - Trilingual (Mandarin & Cantonese)**: **中文金融服务代表**: - (Please see below for the English language version of this Job...

  • Financial Advisor

    2 weeks ago

    Richmond Hill, Canada The Co-operators Full time

    **Financial Advisor - Trilingual (Mandarin & Cantonese)**: **中文金融服务代表**: - (Please see below for the English language version of this Job...

  • Financial Advisor

    4 weeks ago

    Richmond, Canada Scotiabank Full time

    Requisition ID: 168484 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Insurance Advisor

    4 weeks ago

    Richmond, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...

  • Insurance Advisor

    1 week ago

    Richmond, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

  • Insurance Advisor

    7 days ago

    Richmond, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...

  • Bilingual (Persian) Financial Advisor - Elgin Mills

    2 weeks ago

    Richmond Hill, Canada Scotiabank Full time

    Requisition ID: 199626 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Senior Financial Advisor - Bayview & High Tech, Richmond Hill ON Requisition ID: 198609Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior...

  • Insurance Advisor

    1 week ago

    Richmond, British Columbia, Canada Western Financial Group Full time

    We are one of Canada's Top Employers, Join UsLooking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service?Insurance Advisor - Personal LinesAs an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Senior Financial Advisor - Bayview & High Tech, Richmond Hill ON Requisition ID: 198609Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Senior Financial...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Senior Financial Advisor - Bayview & High Tech, Richmond Hill ON Requisition ID: 198609Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Senior Financial...