Financial Advisor
2 months ago
**Job Summary**
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 Skills**
**Additional Job Details**
**Address**:
123 LENORE DR:SASKATOON
**City**:
SASKATOON
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
PERSONAL & COMMERCIAL BANKING
**Job Type**:
Regular - Trainee (Trainee)
**Pay Type**:
Salaried
**Posted Date**:
2024-11-07
**Application Deadline**:
2024-12-01
**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/associate Advisor
3 days ago
Saskatoon, Canada Raymond James Financial Full time**Financial Advisor/Associate Advisor** - 2204723 M.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families is seeking a full-time Financial Advisor to join our team. If you are looking for a change that offers flexibility in your advisory practice, M.Y. Private...
-
Financial Advisor
7 months ago
Saskatoon, Canada Raymond James Financial, Inc. Full time**Financial Advisor** - 2204723 M.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families. This opportunity is for a Financial Advisor or team of advisors, with a current book of business, who would like to gain the freedom and multiple benefits of joining an...
-
FINANCIAL ADVISOR
5 days ago
Saskatoon, Canada Financière Sun Life Full timeYou 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...
-
Saskatoon, Canada La Capitale Financial Security Full timeHave you ever wondered what it would be like to be in business for yourself, but not by yourself? This type of opportunity does not arise daily. Take the time to forward your resume today and one of our Regional Recruiters in your area will reach out to explain this organization, the career and next steps! Calling all licensed financial advisors. If you...
-
Financial Advisor
2 months ago
Saskatoon, 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...
-
Wealth Advisor
2 months ago
Saskatoon, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Saskatoon, SK** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...
-
Financial Advisor
1 month ago
Saskatoon, Canada Disability Solutions Full timeM.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families. This opportunity is for a Financial Advisor or team of advisors, with a current book of business, who would like to gain the freedom and multiple benefits of joining an independent IIROC firm. The...
-
Financial Advisor Intern
4 months ago
Saskatoon, 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...
-
Financial Services Advisor
3 months ago
Saskatoon, Canada Synergy Credit Union Full time**The Synergy Experience - what is it exactly? **Just ask our employees.Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a **Financial Services Advisor** to help...
-
Financial Advisor
1 month ago
Saskatoon, Saskatchewan, Canada Disability Solutions Full timeWealth Management Services M.Y. Private Wealth, an independent agency of Raymond James Ltd, provides customized wealth management solutions to high-net worth individuals and their families.This opportunity is for a seasoned Financial Advisor or team of advisors with a current book of business who want to gain the freedom and benefits of joining an...
-
Associate Financial Advisor
7 months ago
Saskatoon, Canada Cooperators Full time**Full job description** - **Make a difference in the community by joining an organization that regularly gives back!**: - **Earn a competitive base salary of $55,000 - $75,000 plus commission and comprehensive benefits**: - **Become a key part of a forward-thinking, inclusive, and diverse team that values every perspective** **About Co-operators** As a...
-
Financial Advisor
2 weeks ago
Saskatoon, Canada Conexus Credit Union Full time_At Conexus, it’s not what we do, it’s how we do it._ Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that...
-
Financial Advisor 1
1 day ago
Saskatoon, Canada Conexus Credit Union Full timeAre you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a...
-
Associate Financial Advisor
7 months ago
Saskatoon, Canada CIBC Full timeWe’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
6 days ago
Saskatoon, Canada CIBC Full timeWe’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
7 months ago
Saskatoon, Canada Scotiabank Full timeRequisition ID: 197479 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Associate Financial Advisor
7 months ago
Saskatoon, Canada CIBC Full timeWe’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...
-
Investment Advisor
3 weeks ago
Saskatoon, Saskatchewan, Canada Disability Solutions Full timeWealth Management OpportunityM.Y. Private Wealth is a leading wealth management firm in Saskatoon, seeking a talented Financial Advisor to join our team.About the FirmWe are a highly respected, independent firm with a rich history of delivering exceptional results for our clients.Role DescriptionThis is an excellent opportunity for a skilled Financial...
-
Wealth Advisor
2 months ago
Saskatoon, Canada Aviso Wealth Full time**CAREER OPPORTUNITY** **Wealth Advisor and/or Insurance Advisor** **Saskatoon, SK** **Are you a Wealth or Insurance professional looking to advance your career? **A position as a Wealth Advisor/Insurance Advisor could propel you forward in a fulfilling career with unlimited potential! **Position Duties**: - Conduct reviews with members, uncovering...
-
Wealth Management Advisor
2 weeks ago
Saskatoon, Canada Virtus Group Full timeEvolution and innovation. Come be part of what Virtus Group is doing as we search for a strong leader to launch our Wealth Management division. Are you the one? Virtus Group leaders have identified an opportunity to have our firm seamlessly integrate accounting, tax, and financial planning. Don’t miss this unique opportunity to deliver high caliber,...