Financial Advisor

2 weeks ago

Markham, Canada Royal Bank of Canada Full time

**Job Summary**

**Financial Advisor
- Richmond Hill, Markham, Vaughan**

**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, Mandarin, Spanish or Italian
- 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, Digital Literacy

**Additional Job Details**

**Address**:
100 UNIVERSITY AVE:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-03-15

**Application Deadline**:
2024-04-01

**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

    Markham, Canada Openview Financial Full time

    **Its a 100% commission based position! Unlimited $$$ potential** Openview Financial is a fast growing company where our professionally trained agents are ready to help Canadian families with a full review of their current household financial to provide FREE consultation in Financial Planning. We are flexible in working environment, you can choose in the...

  • Financial Advisor

    4 days ago

    Markham, Canada 3 T Financial Services Inc. Full time

    Job description 3 T Financial Services Inc. is a brokerage that provides multiple types of financial services to our clients. With more than 20 years of experience and exceptional product and market knowledge, we help our clients create a financial plan combining multiple products (Insurance, Investment Funds*, Annuity, etc.) that cover all areas and stages...

  • Financial Advisor

    2 weeks ago

    Markham, Canada Daumier Financial Services Inc. Full time

    Are you seeking an opportunity to join a dynamic company, where your success is not only valued but actively nurtured? At Daumier Financial Services, we're on an exciting trajectory, and we're inviting you to be a part of this journey as an advisor. With our comprehensive support and resources, you'll have the tools you need to thrive in your role and...

  • Financial Advisor

    2 days ago

    Markham, Ontario, Canada Daumier Financial Services Inc. Full time

    Are you seeking an opportunity to join a dynamic company, where your success is not only valued but actively nurtured? At Daumier Financial Services, we're on an exciting trajectory, and we're inviting you to be a part of this journey as an advisor. With our comprehensive support and resources, you'll have the tools you need to thrive in your role and...

  • Financial Advisor

    4 weeks ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Financial AdvisorOur financial centre is looking for someone who wants unlimited earning potential, great work life balance and the opportunity to be their own boss. Is this you? The ProfessionYou will play a pivotal role in helping clients safeguard their financial well-being by offering appropriate investments and comprehensive life and health insurance...

  • Financial Advisor

    3 weeks ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Financial AdvisorOur financial centre is looking for someone who wants unlimited earning potential, great work life balance and the opportunity to be their own boss. Is this you? The ProfessionYou will play a pivotal role in helping clients safeguard their financial well-being by offering appropriate investments and comprehensive life and health insurance...

  • Financial Advisor

    3 days ago

    Markham, Ontario, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Financial AdvisorOur financial centre is looking for someone who wants unlimited earning potential, great work life balance and the opportunity to be their own boss. Is this you? The ProfessionYou will play a pivotal role in helping clients safeguard their financial well-being by offering appropriate investments and comprehensive life and health insurance...

  • Financial Advisor

    2 days ago

    Markham, Ontario, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Financial AdvisorOur financial centre is looking for someone who wants unlimited earning potential, great work life balance and the opportunity to be their own boss. Is this you?The ProfessionYou will play a pivotal role in helping clients safeguard their financial well-being by offering appropriate investments and comprehensive life and health insurance...

  • sun life financial advisor

    2 days ago

    Markham, Ontario, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Markham, Ontario time type Full time posted on Posted 6 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...

  • Financial Advisor Assistant

    2 months ago

    Markham, Canada McNulty Group - Raymond James Ltd. Full time

    Licensed Financial Advisor Assistant, Markham ON McNulty Group, a part of Raymond James Ltd., is a wealth management firm located in Markham, Ontario, serving Canadian dentists since 1982. Today, our team manages $550,000,000 for 127 families. We are currently looking to add a securities licensed Assistant with five years or more experience as a Financial...

  • Financial Advisor Assistant

    1 week ago

    Markham, Canada McNulty Group - Raymond James Ltd. Full time

    Licensed Financial Advisor Assistant, Markham ON McNulty Group, a part of Raymond James Ltd., is a wealth management firm located in Markham, Ontario, serving Canadian dentists since 1982. Today, our team manages $550,000,000 for 127 families. We are currently looking to add a securities licensed Assistant with five years or more experience as a Financial...

  • Financial Representative

    2 months ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Financial RepresentativeOur financial centre is searching for a Financial Representative to join our dynamic team.The ProfessionThe role of a financial representative involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active...

  • Financial Representative

    3 days ago

    Markham, Ontario, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Financial RepresentativeOur financial centre is searching for a Financial Representative to join our dynamic team.The ProfessionThe role of a financial representative involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active...

  • Financial Representative

    2 weeks ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Financial RepresentativeOur financial centre is searching for a Financial Representative to join our dynamic team.The ProfessionThe role of a financial representative involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active...

  • Life and Health Insurance Advisor

    1 month ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    **Life and Health Insurance Advisor** Our financial centre is looking for a life and health insurance advisor to join our dynamic team. **The Profession** The role of a financial security advisor involves meeting with people to put a plan in place to help them achieve their dreams of a home, enjoyable leisure time and having an active retirement. Advisors...

  • Life and Health Insurance Advisor

    2 weeks ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    **Life and Health Insurance Advisor** Our financial centre is looking for a life and health insurance advisor to join our dynamic team. **The Profession** The role of a financial security advisor involves meeting with people to put a plan in place to help them achieve their dreams of a home, enjoyable leisure time and having an active retirement. Advisors...

  • Financial Planner

    4 weeks ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Financial Planner Due to our exceptional growth, we are looking for individuals to join our success story as Financial Advisors in Markham, Ontario.The ProfessionThe role of a financial services advisor involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure...

  • Financial Planner

    2 weeks ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Financial Planner Due to our exceptional growth, we are looking for individuals to join our success story as Financial Advisors in Markham, Ontario.The ProfessionThe role of a financial services advisor involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure...

  • Life and Health Insurance Advisor

    2 weeks ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Life and Health Insurance AdvisorOur financial centre is looking for a life and health insurance advisor to join our dynamic team.The ProfessionThe role of a financial security advisor involves meeting with people to put a plan in place to help them achieve their dreams of a home, enjoyable leisure time and having an active retirement. Advisors also offer...

  • Life and Health Insurance Advisor

    2 months ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Life and Health Insurance AdvisorOur financial centre is looking for a life and health insurance advisor to join our dynamic team.The ProfessionThe role of a financial security advisor involves meeting with people to put a plan in place to help them achieve their dreams of a home, enjoyable leisure time and having an active retirement. Advisors also offer...