Financial Advisor

4 weeks ago

Hamilton, Canada Royal Bank of Canada Full time

**Job Summary**
- You are a One RBC Advisor with 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
- You leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s entire suite of financial needs. You make effective use of Discovery Experiences to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
- You have strong client contact routines that build your calendar proactively, integrate consistent retention and anchoring activities to help you achieve greater productivity
- You leverage your expertise to acquire and grow your client base through regular contact aligned to key life events
- You acquire, nurture, retain and grow client relationships, in collaboration with One RBC Partners, to deliver on client needs both virtually and face-to-face
- You enable and educate our clients by leading with advice and serving through digital and by leading as a Digital Ambassador who keeps current on technology by building your Digital IQ
- You are a leader within the team and role model excellence in client experience, mentor other advisors and is a leadership delegate when the branch leader is unavailable

**Deliver an Exceptional Client Experience**
- Deliver an exceptional client experience (NPS) that ensures client needs are met
- 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

**Acquire and Deepen Client Relationships**
- Understand the growth opportunity in your market and what you need to do to capture it
- Deliver business volume growth through new client acquisition as well as growing and deepening existing client relationships
- Provide increasingly complex everyday banking, investment and credit advice for both personal and business clients
- Maximize client interactions through proactive appointment bookings (virtual and face-to-face), In the Moment advice and service, effective use of Discovery Experiences and increased mobility where possible
- Adopt consistent follow up and practice management routines to identify and provide client centric advice and solutions Winning as One RBC
- Demonstrate One RBC partnering with an emphasis on teamwork to meet our client’s needs by introducing them to the right partner in our ecosystem at the right time
- Contribute to a culture of collective team success and take personal accountability for your own elevated contribution to win as a team
- Demonstrate leadership through increased emphasis on peer-mentoring, assisting other advisors, sharing best practices, Mutual Fund Compliance (where applicable) and Manager Delegate capability (where applicable)

**External Orientation**
- Demonstrate flexibility inside RBC Locations and in the community to better enable client contact and market coverage

**Leading with a Growth and Inclusion Mindset**
- A role model, coach and champion for our Leadership Model who speaks up for and about inclusion, creates the conditions where colleagues and clients’ uniqueness is valued and appreciated
- Leads with a growth mindset, focusing on what’s possible to maximize client acquisition, growth and deliver an exceptional client experience
- Embraces an environment of continuous learning through proactively seeking knowledge and skills to be part of a change ready workforce
- Maintains proficiency and accreditation requirements of the FA role and continues to build proficiency to achieve future career goals (refer to section 1C), leveraging the development item within **Workday**:

- Develops digital savviness and proficiency across multiple devices and platforms by completing regular upskilling activities and modules

**Doing What’s Right - Managing Risk and Operational Effectiveness**
- You lead with discovery and advice solutions that are appropriate for client needs and financial circumstances.
- Makes appropriate contact, engages in deep discovery to understand client needs, provide advice on appropriate solutions, and receive and document consent
- Gets work right the first time and takes appropriate action to close gaps identified through operational, credit effectiveness, DLA adherence, compliance reviews and reporting
- Prices business and collect fees maintaining a balance of results, client profitability and relationship building, while adhering to client pricing policies to reflect prevailing RVR, Pricing authorities rates commitment and reset policies.
- Takes required measures to protect client information, and is respectful of client data privacy and preferences and obtains client consent when changing them
- Takes ownership and resolves client concerns promptly at first point of

  • SUN LIFE FINANCIAL ADVISOR

    4 weeks ago

    Hamilton, Canada Sun Life Financial Full time

    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 - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Financial Advisor

    4 weeks ago

    Hamilton, Canada Life Agency Full time

    **Compensation**: $60,000 -$70,000 **Responsibilities**: - Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals - Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs - Work directly with clients to...

  • (Immediate Start) SUN LIFE FINANCIAL ADVISOR

    4 weeks ago

    Hamilton, Canada Financière Sun Life Full time

    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 - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Senior Financial Advisor

    4 days ago

    Hamilton, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank.This is a key role in helping employees build their futures where they can be themselves and win together.Key Responsibilities:Taking a proactive approach to discovering customer needs, listening to understand what they are asking forEducating customers, providing relevant...

  • Financial Advisor

    2 days ago

    Hamilton, Ontario, Canada Cowan Insurance Group Full time

    Cowan Insurance Group is looking for a highly motivated Financial Advisor to join our team Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client relationships from an assigned block of business, in collaboration with associates in wealth...

  • Senior Financial Advisor

    1 day ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Requisition ID: 210524Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...

  • Senior Financial Advisor

    2 days ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Requisition ID: 210524Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...

  • Results-Driven Financial Advisor

    4 days ago

    Hamilton, Ontario, Canada RBC Insurance Full time

    At RBC Insurance, we are seeking a highly motivated and entrepreneurial individual to join our Field Sales team. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.Key Responsibilities:Establish strong relationships with clients through...

  • Advisor- Administrative Assistant

    3 weeks ago

    Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    **Administrative Assistant - Full Time** You will act with the utmost confidentiality when organizing, coordinating, and providing administrative support to the Advisor. You are a detail-oriented, organized, and self-motivated individual who is competent in prioritizing tasks and working with little supervision. You will create meaningful relationships with...

  • Associate Financial Advisor

    4 weeks ago

    Hamilton, 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...

  • Associate Financial Advisor

    21 hours ago

    Hamilton, 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 and...

  • Senior Financial Advisor

    3 days ago

    Hamilton, Canada Scotiabank Full time

       Requisition ID: 210524Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...

  • Financial Representative

    4 weeks ago

    Hamilton, Canada Zgheib Agency Full time

    **Compensation**: $50,000 - 60,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...

  • Financial Representative

    4 weeks ago

    Hamilton, Canada Life Agency Full time

    **Compensation**: $50,000 - $60,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...

  • SUN LIFE FINANCIAL ADVISOR

    4 days ago

    Hamilton, Canada Sun Life Full time

    Job Description : Req#JR00034531 FC3Hamilton What’s holding you back from building your own business? What’s holding you back from building your own business? Take control of your life and determine your own success. Enjoy financial independence and work life balance. As a Sun Life advisor, you’ll receive exceptional training and support to help...

  • Financial Advisor

    2 days ago

    Hamilton, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Planner to join our team at Scotiabank. In this role, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on investment sales and new client acquisition, as well as...

  • Financial Advisor

    4 weeks ago

    Hamilton, 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...

  • Senior Financial Advisor

    2 weeks ago

    Hamilton, Canada Scotia Full time

    Join to apply for the Senior Financial Advisor - Westdale Village, Hamilton, Ontario role at ScotiabankRequisition ID: 214867Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can...

  • Sales Manager, Hamilton

    4 weeks ago

    Hamilton, Canada Desjardins Financial Security Full time

    **Let's talk. It's an exciting time to join us!** As one of the country’s leading Financial Centers for Desjardins Financial Security Independent Network (DFSIN), we have a highly sought-after management position available in our greater Hamilton Financial Center. Mentoring and coaching our financial advisors, you’ll be responsible for continuing to...

  • Financial Advisor

    4 weeks ago

    Hamilton, Canada Cowan Insurance Group Full time

    Cowan Insurance Group is looking for a highly motivated **Financial Advisor** to join our team! Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client relationships from an assigned block of business, in collaboration with associates in wealth...