Financial Advisor
1 month ago
As a Financial Advisor at Royal Bank of Canada, you will play a key role in building and maintaining relationships with high-value clients, providing them with proactive and professional advice to help them achieve their financial goals. You will work closely with clients to understand their needs and develop tailored solutions to meet their financial objectives.
Key Responsibilities- Consistently demonstrate empathy and kindness in all interactions with clients and colleagues
- Communicate effectively to uncover client needs and deliver client-centric advice
- Use your expertise and the resources of the RBC ecosystem to meet clients' entire suite of financial needs
- Provide professional advice and education on complex credit and investments
- Champion digital enablement by educating clients to self-serve and leveraging digital channels
- Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Designated Financial Services Advisor (DFSA) designation or equivalent in Quebec
- 2-3 years of proven sales experience in the financial services industry
- Demonstrated ability to build trust and maintain long-term client relationships
- Digital literacy across a broad range of devices
We offer a competitive salary, annual bonus, and recognition programs that reward top performance. You will also have access to top-notch sales coaching, a strong suite of tools, and the opportunity to represent Canada's leading financial services brand in your community.
-
Financial Advisor
2 months ago
North York, Canada Educators Financial Group Full timeEducators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their families. As a...
-
Financial Advisor
2 months ago
North Battleford, 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 Advisor
2 months ago
North Battleford, Canada Royal Bank of Canada> Full timeJob 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
1 week ago
North Battleford, Canada Royal Bank of Canada> Full timeJob 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...
-
Small Business Financial Advisor
4 weeks ago
North Battleford, Canada Innovation Credit Union Full timeJob SummaryInnovation Credit Union is seeking a highly skilled Small Business Financial Advisor to join our team. As a key member of our team, you will be responsible for providing expert financial guidance and support to our small and medium-sized business members.Key ResponsibilitiesFoster strong relationships with small and medium-sized business members,...
-
Insurance Advisor
5 months ago
North Battleford, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our North Battleford, SK office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...
-
Customer Service Advisor
2 weeks ago
North Battleford, Canada Speedy Cash Canada Full timeWe are seeking a Customer Service Advisor to join our team at Speedy Cash Canada. The ideal candidate will have experience handling cash transactions, promoting financial products and services, and providing exceptional customer service.Key Responsibilities:Balance daily transactionsPromote financial products and servicesAnswer clients' inquiries and provide...
-
Financial Services Professional
1 month ago
North Battleford, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Advisor at Royal Bank of Canada, you will be responsible for building and maintaining relationships with high-value clients, providing them with expert advice and guidance on their financial needs. You will work closely with clients to understand their goals and objectives, and develop tailored solutions to meet their financial...
-
Financial Advisor
2 months ago
North Grenville, 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 Professional
4 weeks ago
North Battleford, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Advisor, you will build and maintain relationships with high-value clients, providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals and navigate key life events. You will leverage your expertise in everyday banking,...
-
North Battleford, Canada Royal Bank of Canada> Full timeWe are seeking a highly skilled and experienced Financial Advisor to join our team at the Royal Bank of Canada. As an RBC Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Your primary responsibility will be to provide proactive, professional advice and...
-
Financial Advisor
5 months ago
North York, Canada MCC Lending & Financial Solutions Full timeEducation: Master's degree - Experience: 2 years to less than 3 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of...
-
Insurance Advisor, Auto
7 months ago
North Battleford, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor, Auto in our North Battleford, SK office. Discover what’s possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for...
-
Insurance Advisor, Auto
6 months ago
North Battleford, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor, Auto in our North Battleford, SK office. Discover what’s possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for...
-
Financial advisor
3 days ago
North York, Canada Primerica Financial Services Full timeAbout The Job Primerica a leading financial services company in North America, is seeking ambitious individuals from all backgrounds to join our team of professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent...
-
Financial Advisor
3 days ago
North York, Canada Primerica Financial Services Full timeAbout The Job Primerica a leading financial services company in North America, is seeking ambitious individuals from all backgrounds to join our team of professionals. NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. The desired candidate should possess the following skills: You're a self-starter capable of thriving on a team Excellent...
-
Financial Insurance Advisor
5 months ago
North Vancouver, Canada Serenia Life Financial Full timeLocation: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...
-
Financial Services Advisor
6 months ago
North Vancouver, Canada The Jim Pattison Auto Group Full timeJoin Jim Pattison Toyota Northshore as a Financial Services Advisor! If you are an ambitious, results-oriented, and personable individual committed to delivering exceptional financial solutions and building lasting customer relationships, this role is perfect for you! Why Join us - Competitive commissions and bonus structures. - Premium financial products...
-
Financial Operations Specialist
7 days ago
North Battleford, Canada Vantage Chartered Professional Accountants Full timeVantage Chartered Professional Accountants is seeking a skilled Financial Operations Specialist to join our team.Job SummaryThis role involves preparing financial information, ensuring accuracy and compliance with accounting standards, and providing financial advice. The successful candidate will have strong analytical skills and experience with accounting...
-
Financial Services Advisor
5 months ago
North York, Canada Handbond Financial Solutions Inc. Full timeEducation: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of...