Financial Services Professional

2 weeks ago


St Albert, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

**Key Responsibilities**

What 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 a Royal Bank of Canada ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

Key Responsibilities:

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

Requirements

Must-have

  • Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Availability to work all open business hours

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry

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.

  • A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
  • Opportunity to achieve great success and grow your career with RBC

Job Skills

Key Skills

  • Advice Based Solutions
  • Client Centricity
  • Client Discovery
  • Communication
  • Critical Thinking
  • Curiosity
  • Data Analysis
  • Digital Literacy


  • St. Albert, Alberta, Canada Little Kitchen Academy - St. Albert Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Accounting and Financial Specialist to join our team at Little Kitchen Academy - St. Albert. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting...


  • St. Albert, Alberta, Canada 2596642 Alberta Inc Full time

    {"h2": "Job Summary", "p": "We are seeking a skilled Food and Beverage Server to join our team at 2596642 Alberta Inc. As a key member of our hospitality team, you will be responsible for providing exceptional customer service, ensuring a positive dining experience for our guests.Responsibilities:","ul": [{"li": "Address customer complaints or concerns with...


  • St. Albert, Alberta, Canada 2596642 Alberta Inc Full time

    {"h2": "Job Summary", "p": "We are seeking a skilled Food and Beverage Server to join our team at 2596642 Alberta Inc. As a key member of our hospitality team, you will be responsible for providing exceptional customer service, ensuring a positive dining experience for our guests.Responsibilities:","ul": [{"li": "Address customer complaints or concerns with...


  • St. Albert, Alberta, Canada 2596642 Alberta Inc Full time

    {"h2": "Job Summary", "p": "We are seeking a skilled Food Service Professional to join our team at 2596642 Alberta Inc. As a Food and Beverage Server, you will be responsible for providing exceptional customer service, ensuring a positive dining experience for our patrons. If you have a passion for delivering outstanding service and working in a fast-paced...


  • St. Albert, Alberta, Canada 2596642 Alberta Inc Full time

    {"h2": "Job Summary", "p": "We are seeking a skilled Food Service Professional to join our team at 2596642 Alberta Inc. As a Food and Beverage Server, you will be responsible for providing exceptional customer service, ensuring a positive dining experience for our patrons. If you have a passion for delivering outstanding service and working in a fast-paced...

  • Financial Planner

    4 days ago


    St. Albert, Alberta, Canada TD Bank Full time

    Job Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at TD Bank. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct in-depth financial assessments to identify...

  • Financial Planner

    4 days ago


    St. Albert, Alberta, Canada TD Bank Full time

    Job Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at TD Bank. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct in-depth financial assessments to identify...

  • Financial Planner

    4 days ago


    St. Albert, Alberta, Canada TD Bank Full time

    Job Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at TD Bank. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct in-depth financial assessments to identify...

  • Financial Planner

    3 weeks ago


    St. Albert, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

    Job DescriptionJob SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients to help them achieve their financial goals.Main...


  • St. Albert, Alberta, Canada CIBC Full time

    À propos de la Banque CIBCNous sommes une banque axée sur les relations qui se concentre sur la création de valeur pour nos clients. Nous recherchons des professionnels passionnés qui partagent nos valeurs et qui sont déterminés à faire la différence.Le rôleEn tant que Spécialiste associé en services financiers, vous serez chargé de fournir des...


  • St. Albert, Alberta, Canada CIBC Full time

    À propos de la Banque CIBCNous sommes une banque axée sur les relations qui se concentre sur la création de valeur pour nos clients. Nous recherchons des professionnels passionnés qui partagent nos valeurs et qui sont déterminés à faire la différence.Le rôleEn tant que Spécialiste associé en services financiers, vous serez chargé de fournir des...


  • St. Albert, Alberta, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their goals.Key...


  • St. Albert, Alberta, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their goals.Key...


  • St. Albert, Alberta, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to connect with people in a relatable way, understanding their needs and providing expert advice to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain...


  • St. Albert, Alberta, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to connect with people in a relatable way, understanding their needs and providing expert advice to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain...

  • Financial Clerk

    2 weeks ago


    St. Albert, Alberta, Canada 329825 Alberta Ltd. oa Kids Haven Child Care Full time

    About the RoleWe are seeking a highly skilled Bookkeeper to join our team at 329825 Alberta Ltd. o/a Kids Haven Child Care. As a Bookkeeper, you will be responsible for maintaining the financial records and accounts of our organization.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and up-to-date financial records, including accounts...

  • Cleaning Professional

    2 weeks ago


    St. Albert, Alberta, Canada You Have It Maid Cleaning Services Ltd Full time

    About the RoleWe are seeking a reliable and detail-oriented individual to join our team as a Housekeeping Assistant at You Have It Maid Cleaning Services Ltd.Key ResponsibilitiesCleaning and Maintenance: Perform a variety of cleaning tasks, including sweeping, mopping, washing, and polishing floors, as well as dusting furniture and vacuuming carpeting, area...


  • St. Albert, Alberta, Canada Canada ICI Capital Corporation Full time

    Are you passionate about collaborating with a skilled team of accounting experts?Are you seeking to enhance your career in a supportive environment that values CPA candidate experience?At Canada ICI, we are dedicated to fostering professional growth within a talented team. We are continuously expanding and looking for high-quality individuals to join our...


  • St. Albert, Alberta, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world.As a member of the Personal and Business Banking Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek...


  • St. Albert, Alberta, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world.As a member of the Personal and Business Banking Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek...