Financial Advisor

3 weeks ago

St Catharines, 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 that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Financial Advisor (St. Catharines, ON)

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 on 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 Summary**

**Address**:
ST. CATHARINES, Ontario, Canada

**City**:
CAN-ON-ST. CATHARINES

**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**:
2023-01-26-08:00

**Application Deadline**:
2023-01-29-08:00

**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

    5 days ago

    St. Catharines, 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 Security Advisor

    4 days ago

    St. John's, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    A career as an advisor in life and health insurance and financial services allows you to combine professional goals and personal development. The role of a representative is to help people acquire financial security through an analysis of their needs and sound advice.Do you thrive on challenges?Do you want:-Become a successful entrepreneur?-Being in...

  • Financial Advisor in St.Catherines, ON

    2 weeks ago

    Saint Catharines, Canada Co-operators Full time

    Company: CGIC/Co-operators Department: Retail Sales  Employment Type: Regular Full-Time  Work Model: Office Based  Language: This role operates in English  Job Grade: 0-Not Applicable  For More Info Contact:  As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder...

  • Outside Sales Advisor

    2 weeks ago

    St. Catharines, Canada Mr. Furnace Heating & Air Conditioning Full time

    **Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...

  • Financial Advisor

    2 weeks ago

    FORT ST. JOHN, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionFinancial AdvisorWhat 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...

  • Client Advisor

    6 days ago

    St. Catharines, 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...

  • Outside Sales Advisor

    2 hours ago

    St. Catharines, Canada Mr. Furnace Heating & Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...

  • Outside Sales Advisor

    31 minutes ago

    St. Catharines, Canada Mr. Furnace Heating & Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...

  • Financial Services Associate

    16 hours ago

    St. Catharines, 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

    6 days ago

    St. Albert, Canada Servus Credit Union Full time

    **Employment Status**:Permanent Full Time (37.5 hours per week) **# Of Positions**:1 **Compensation**:Financial Advisor I $48,429.00 - $60,536.00 per annum **Additional Information**:This is a Monday - Saturday branch. Servus is growing! We are currently looking for a **Financial Advisor **at our **St. Albert branch** Reporting to the **Assistant...

  • Scotiamcleod Investment Associate

    5 days ago

    St. Catharines, Canada Scotiabank Full time

    Requisition ID: 158061 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Insurance Advisor, Life, Health

    2 weeks ago

    St. Catharines, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...

  • Insurance Advisor, Life, Health

    5 days ago

    St. Catharines, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...

  • Administrative Assistant

    5 days ago

    St. Catharines, Canada Manulife Securities Incorporated Full time

    **Job details** **Job type** Part time with the possibility of full time **Full Job Description** We’re building a relationship-oriented business for the modern world. We need a talented, passionate professional who is dedicated to doing what’s right for our clients. **What you'll be doing** Raimondo Wealth Management is a full-service brokerage...

  • Administrative Assistant

    16 hours ago

    St. Catharines, Canada IPC Securities Full time

    **About us** We are a financial planning firm in St. Catharines, ON. that provides financial planning services to numerous households in Niagara and across Canada. We have a friendly family like culture in our small and quiet office that the employees and clients appreciate. Our work environment includes: - Clean and comfortable office setting - Flexible...

  • Banking Advisor

    2 days ago

    St. Catharines, Canada Knewin Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Banking Advisor

    4 days ago

    St. Catharines, Canada Knewin Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Banking Advisor

    4 days ago

    St. Catharines, Canada Knewin Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Banking Advisor

    5 days ago

    ST. CATHARINES, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Banking Advisor

    2 weeks ago

    St. Catharines, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...