Financial Advisor

2 weeks ago

Ottawa, 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 - Nepean, Barrhaven, Kanata, Stittsville

**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 solutions 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)
- 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**
- 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**:
OTTAWA, Ontario, Canada

**City**:
CAN-ON-OTTAWA

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-01-23-08:00

**Application Deadline**:
2023-12-31-08:00

**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

    4 weeks ago

    Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    Financial Advisor / Analyst (0-3 YoE) - Full Time100% In-Office. Ottawa.Grandmaster Financial Planning | Desjardins Financial Security Independent NetworkIntroduction:Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. As a leading independent boutique...

  • Financial Advisor Team Member

    23 hours ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Advisor Team Member Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. Let's talk. It's an...

  • Financial Advisor

    24 hours ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    FINANCIAL ADVISOR Desjardins Financial Security Independent Network  BECOME YOUR OWN BOSSBeing an independent financial services professional means that you are your own boss! Find out what this actually means.Independence You decide how to manage your time and organize your work. In other words, you are responsible for your own success.FreedomYou...

  • Financial Advisor

    1 month ago

    Ottawa, Canada The Co-operators Full time

    As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will...

  • Financial Advisor

    1 month ago

    Ottawa, Canada The Co-operators Full time

    **Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: Bilingualism in English and French is an asset. **Work Model**:Office-Based **Alternate Title**: A1T **Additional Information**: **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient...

  • Financial Advisor

    3 weeks ago

    Ottawa, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...

  • Financial Advisor

    3 weeks ago

    Ottawa, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...

  • Financial Advisor

    4 weeks ago

    Ottawa, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...

  • Financial Advisor Assistant

    4 weeks ago

    Ottawa, Canada Capital Pro Group Full time

    Capital Pro Group is a dynamic, fast-growing financial services company located in the heart of Westboro Village. We offer a complete range of services to help manage all aspects of our clients’ financial needs from Accounting, Taxation, Wealth Management & Insurance services. With the beginning of the new year we are looking to expand our Wealth...

  • Financial Advisor

    4 weeks ago

    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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...

  • Financial Advisor

    3 weeks ago

    Ottawa, Canada Desjardins Full time

    Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the...

  • Associate Advisor

    1 month ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Associate Advisor

    1 month ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network  Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Wealth Planning Advisor

    1 month ago

    Ottawa, Canada BMO Financial Group Full time

    979 Bank Street 6th Flr Ottawa Ontario,K1S 5K5 - Recommends and implements solutions based on analysis of issues and implications for the business. - Works closely with wealth and high net work consultants to coordinate workflow, identify efficiencies and issues, and to refer clients. - Leads the Support Bureau for Investment Advisors to include, but is not...

  • Financial Advisor

    2 weeks ago

    Ottawa, Canada Parliament of Canada Full time

    Job Description Finance Services is currently looking to staff a Financial Advisor position.  The person holding this position plays a key corporate internal control role by providing proactive financial advisory services to clients, contributing to the achievement of clients’ objectives, and the effective stewardship of the House of Commons’...

  • Financial Advisor in Ottawa, On

    4 weeks ago

    Ottawa, Canada Co-operators General Insurance Company Full time

    **Company**: CGIC/Co-operators **Department**: Retail Sales **Employment Type**: Regular Full-Time **Work Model**: Office Based **Language**: Fluent in English is required, French is an asset **Job Grade**: 0-Not Applicable **For More Info Contact**: Trina Jimmo **The Opportunity** As an exclusive Financial Advisor of Co-operators you are an...

  • Financial Advisor

    3 weeks ago

    Ottawa, ON, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake,...

  • Compensation Specialist

    6 days ago

    Ottawa, ON, Canada Financial Horizons Full time

    As a Compensation Specialist, you will work closely with your teammates on the Compensation Services team (a quick note - this is an insurance and finance related team, not HR) to help ensure that the national team meets performance expectations and team objectives. This role reports to the Director, Compensation Services. Our company is DRIVEn (this is not...

  • Financial Advisor

    1 month ago

    Ottawa, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Financial Advisor

    1 week ago

    Ottawa, Canada House of Commons (Canada) Chambre des communes (Canada) Full time

    Job DescriptionFinance Services is currently looking to staff a Financial Advisor position. The person holding this position plays a key corporate internal control role by providing proactive financial advisory services to clients, contributing to the achievement of clients’ objectives, and the effective stewardship of the House of Commons’ financial...