Banking Advisor/financial Advisor: Waterloo

2 weeks ago

Cambridge, Canada Royal Bank of Canada Full time

**Job Summary**

**We are hiring Advisors for multiple positions located in Waterloo, Kitchener, and Cambridge.**

**The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including extended hours, and Saturdays) as required.**

**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 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 of 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)
- 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 (e.g., 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

**Job Skills**

**Additional Job Details**

**Address**:
248 KING ST N:WATERLOO

**City**:
WATERLOO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
**Job Type**:
Regular - Trainee (Trainee)

**Pay Type**:
Salaried

**Posted Date**:
2023-11-16

**Application Deadline**:
2023-11-30

**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.

  • Housing Advisor

    4 weeks ago

    Cambridge, Canada Housing Advisor -Housing Services Full time

    LUTHERWOOD IS DEDICATED TO SUPPORTING COMMUNITIES WHERE EVERYONE EXPERIENCES MENTAL WELLNESS, OPPORTUNITIES FOR EMPLOYMENT, A PLACE TO CALL HOME, AND A SENSE OF BELONGING. To better serve the diversity of our community, Lutherwood is committed to embedding anti-racist, anti-oppressive practices, and perspectives into the fabric of our organization. We have...

  • Service Advisor

    5 days ago

    Cambridge, Canada Cambridge Centre Honda Full time

    **Service Advisor** - Are you: - A highly-motivated individual with experience in a similar role. - Reliable and able to work productively with mínimal supervision. - Capable of working in adherence to company safety standards at all times. - Do you have: - 1+ year’s experience in a similar role that included a focus on customer service. - A valid...

  • Client Advisor

    7 days ago

    Cambridge, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Client Advisor

    4 days ago

    Cambridge, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Client Advisor

    1 week ago

    Cambridge, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    4 days ago

    Cambridge, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Financial Officer

    3 weeks ago

    Cambridge, Canada University of Waterloo Full time

    Overview The Financial Officer (FO) offers financial information and direction to the senior management in the School of Architecture and the Rome Campus to ensure informed decision making while providing effective financial systems and strategic planning. The FO is responsible for the integrity of financial processes and systems within the School to...

  • Investment Advisor

    3 weeks ago

    Cambridge, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Investment Advisor

    1 month ago

    CAMBRIDGE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

  • Client Advisor

    7 days ago

    Cambridge, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    7 days ago

    CAMBRIDGE, Canada Royal Bank of Canada Part time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    4 days ago

    CAMBRIDGE, Canada Royal Bank of Canada Part time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    3 days ago

    Cambridge, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Automotive Service Advisor

    3 weeks ago

    Cambridge, Canada Witmer Auto Service Full time

    Witmer Auto Service is currently looking for hire a Service Advisor for our fast-paced service centre. **Duties**: - Greet customers and provide excellent customer service - Schedule service appointments for clients with accurate descriptions for mechanics - Coordinate vehicle inspections with mechanics - Communicate findings to customers, provide accurate...

  • Parts Advisor

    4 weeks ago

    Cambridge, Canada Cambridge Centre Honda Full time

    Cambridge Centre Honda is looking for a parts advisor to join our team! We have competitive wages and benefit program. The successful applicant must be able to work 1-2 evenings each week as well as every Saturday. They must also have a good working knowledge of Microsoft computer programs and be willing to learn other in-house computer systems. **Job...

  • Client Advisor

    7 days ago

    Cambridge Bay, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • EHS Advisor

    4 weeks ago

    Cambridge, Canada exp Full time

    **Cambridge, London ON** **EHS Advisor** Are you ready to design your future? Be our next **EHS Advisor! At EXP, we’re driven to provide innovative solutions for the world’s built and natural environments. As a team of engineers, architects, designers, scientists, creators and a community of professionals, we bring diverse and talented people...

  • Client Advisor

    4 days ago

    CAMBRIDGE BAY, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • Human Resources Advisor

    4 weeks ago

    Cambridge, Canada UAP Inc. Full time

    Company Description **Be part of a community of authentic, proud and trusted people** At UAP, we believe we don’t just deliver car and heavy vehicle parts all around the country; **we also** help keep Canadians moving **forward**. This makes for a special kind of workplace. We have the experience and strength of our 100-year legacy and the desire to...

  • Client Advisor

    3 days ago

    Cambridge Bay, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...