Financial Advisor

3 weeks ago

North Bay, 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 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, and 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)
- Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
- Quebec - Completed Certificate of Achievement - Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance - Quebec, Investment and Taxation Fundamentals - Quebec, Insurance and Retirement - Quebec)
- 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**
- Second language skill
- 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, Collaboration, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

**Additional Job Details**

**Address**:
925 STOCKDALE RD:NORTH BAY

**City**:
NORTH BAY

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-01-31

**Application Deadline**:
2024-02-09

**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

    16 hours 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...

  • Financial Analysis Advisor

    5 days ago

    North Vancouver, Canada ICBC Full time

    At ICBC, it’s our job to make sure the car insurance system works for all British Columbians, today and in the future. If you want to make the most of your skills and expertise while growing your career, we want you. A career at ICBC is an opportunity to be part of a talented, diverse and inclusive team that is driven to serve its customers and...

  • Financial Advisor

    2 weeks ago

    NORTH PERTH, 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

    6 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...

  • Financial Advisor

    2 weeks ago

    Municipality Of North Perth, 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 Assistant

    4 weeks ago

    North York, Canada niche recruitment Full time

    New Client Onboarding ExperienceComplete online insurance applications with new clientsComplete and submit new DocuSign investment applicationsEnsure all documents are fully compliant including KYC, Fund Facts, Reason Why, etcComplete and submit all IFA loan applications and collect required financials as neededManage and update Equisoft CRM with updated...

  • Financial Planning

    2 days ago

    North Vancouver, Canada Capilano University Full time

    **Competition Number** - S181031P**Position Title** - Financial Planning & Analysis Advisor**Position Number** - E99944**Employee Group** - Exempt (non-union support staff)**Position Status** - Regular Full-Time**Start Date** **End Date (if applicable)** **Department** - Financial Services**Additional Notes** **Location** - North Vancouver**Working with...

  • Financial Planning

    17 hours ago

    North Vancouver, Canada Capilano University Full time

    **Competition Number** - S181132P**Position Title** - Financial Planning & Analysis Advisor**Position Number** - E99935**Employee Group** - Exempt (non-union support staff)**Position Status** - Regular Full-Time**Start Date** **End Date (if applicable)** **Department** - Financial Services**Additional Notes** **Location** - North Vancouver**Working with...

  • Insurance Advisor

    7 days ago

    Mill Bay, 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 Insurance Advisor in our Mill Bay office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...

  • Commercial Banking Advisor

    5 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...

  • Administrative Assistant

    17 hours ago

    North York, Canada Raymond James Financial Full time

    **Administrative Assistant** - 2303943 Vijay Wealth Advisory of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our North York office. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

  • Insurance Advisor

    3 weeks ago

    North Vancouver, 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 Insurance Advisor in North Vancouver, BC at our Edgemont office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Financial Advisor- Northern Saskatchewan

    3 weeks ago

    North Battleford, 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...

  • Client Advisor

    5 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...

  • Insurance Advisor Trainee

    16 hours 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...

  • Insurance Advisor Trainee

    5 days ago

    North Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor in North Vancouver, BC at our Edgemont office location. **Please note the location is in North Vancouver and this is a on-site position** Do you love to provide exceptional...

  • Financial Services Associate

    7 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...

  • Financial Services Associate

    3 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...

  • Branch Administrator

    17 hours ago

    North Bay, Canada Assante Wealth Management Full time

    Assante Wealth Management at 101 McIntyre, is seeking an enthusiastic, positive, and highly organized individual, who has exceptional office administration, and client service skills to join our team in one of Canada's leading wealth management firms. The successful applicant will perform reception duties and provide administrative support to our team of...

  • Trainee - Insurance Advisor

    5 days ago

    North Battleford, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our North Battleford, 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...