Expert Financial Consultant

1 day ago

Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

Job Summary:

Royal Bank of Canada is seeking an Expert Financial Consultant to join our team. As a key member of our organization, you will be responsible for attracting, nurturing, and growing relationships with high-value personal and small business clients.

About the Role:

You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and navigate key life events. With a breadth and depth of expertise across everyday banking, investments, and credit, you will be able to deliver a robust Advice Experience that meets both complex personal and business needs.

Key Responsibilities:

  • Demonstrate empathy, kindness, and take the time to understand circumstances, motivators, and concerns in all interactions with colleagues and clients.
  • Communicate effectively to uncover client needs, deliver client-centric advice, solutions, and proactively resolve client concerns at first point of contact.
  • Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet our clients' entire suite of financial needs, both personal and business.
  • Provide professional advice and education with the ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
  • Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible, and encouraging our clients to interact with us in their channel of choice.
  • Maintain effective contact and relationship-building strategies to accelerate new client acquisition and retention in your local community.

Requirements:

To succeed in this role, you must have:

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
  • Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e., Personal Financial Service Advice and Financial Planning I), if located in Canada (excluding Quebec).
  • 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.).

Benefits:

We offer a competitive salary of $80,000 - $110,000 per year, annual bonus, recognition programs that reward top performance, career development, and top-notch sales coaching to take your career to the next level.

Location:

This role is based in Saskatoon, Saskatchewan, Canada, and requires relocation.

  • Senior Financial Planning Consultant

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Scotiabank Full time

    We are seeking a Senior Financial Planning Consultant to join our team at Scotiabank. This is an exciting opportunity to help customers achieve their financial goals and build strong relationships.About the RoleAs a Senior Financial Planning Consultant, you will be responsible for:Providing expert advice to customers on personal and commercial banking,...

  • Senior Consultation Expert

    1 month ago

    Saskatoon, Saskatchewan, Canada Government of Saskatchewan Full time

    Senior Consultation ExpertThe Government of Saskatchewan's Ministry of Government Relations is seeking a highly skilled Senior Consultation Expert to join the Aboriginal Consultation Unit team within the Lands and Consultation Branch.This role requires a confident individual with strong relationship-building skills, collaboration, communication, analytical,...

  • Retail Financial Expert

    2 weeks ago

    Saskatoon, Saskatchewan, Canada Scotiabank Full time

    About ScotiabankScotiabank is a forward-thinking organization dedicated to making a positive impact in our communities.Compensation and BenefitsThe estimated annual salary for this role is $60,000 - $80,000 CAD. Our comprehensive benefits package includes recognition and rewards for high-performance employees.Job DescriptionWe're looking for a skilled Retail...

  • Financial Leadership Manager

    2 weeks ago

    Saskatoon, Saskatchewan, Canada Osborne Financial Search Full time

    Job SummaryWe are seeking a seasoned Financial Leadership Manager to join our team at Osborne Financial Search. As a key member of our organization, you will be responsible for leading the finance and administration function, providing strategic financial guidance, and ensuring compliance with regulatory requirements.About the RoleLead the development and...

  • Strategic Financial Consultant

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, committed to helping our customers achieve success through a broad range of advice, products and services.About the RoleAs a Senior Financial Advisor, you will play a crucial role in providing exceptional service to our customers, helping them build their futures and achieve their goals. Your expertise will be...

  • Financial Planning Consultant

    1 day ago

    Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full time

    Company Overview:Aviso Wealth Inc., a leading provider of financial planning and insurance solutions, seeks an experienced Wealth Advisor/Insurance Advisor to join our team in Saskatoon, SK.Job Description:As a Wealth Advisor/Insurance Advisor, you will be responsible for providing expert advice on insurance and financial planning strategies to clients. This...

  • Financial Planning Consultant

    2 weeks ago

    Saskatoon, Saskatchewan, Canada Aviso Wealth Full time

    We are seeking a highly skilled Financial Planning Consultant to join our team at Aviso Wealth. This is a permanent full-time position that offers a competitive salary and benefits package.About the Role:Wealth Advisor and/or Insurance AdvisorPromote Synergy Credit Union's investment through the AVI program in the communityProvide advice to credit union...

  • Financial Services Consultant

    6 days ago

    Saskatoon, Saskatchewan, Canada Aviso Wealth Full time

    Job OverviewWealth Advisor and/or Insurance Advisor: A Career-Propelling OpportunityAviso Wealth, in partnership with Synergy Credit Union, is seeking a seasoned professional to fill a key role as a Wealth Advisor/Insurance Advisor. This position presents an excellent opportunity for individuals looking to advance their career in financial services.The ideal...

  • Expert Financial Strategist, Investment Growth

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Unlock Your Potential as an Expert Financial StrategistAt Royal Bank of Canada, we're seeking a skilled Financial Planner, Investment Growth to join our team. This is an exciting opportunity to create custom investment solutions for prospective and existing clients within the Saskatoon Market.You'll work alongside internal partners who send client referrals...

  • Environmental Consultant

    1 month ago

    Saskatoon, Saskatchewan, Canada KGS Group Full time

    Job DescriptionKGS Group is seeking a skilled Environmental Consultant to join our Ecology and Environmental Impact Assessment Department. As a Vegetation and Wetlands Expert, you will be responsible for conducting vegetation inventories, listed plant surveys, and weed surveys in various regions.About the RoleThis is a permanent and seasonal position that...

  • Enterprise Sales Consultant

    1 week ago

    Saskatoon, Saskatchewan, Canada western financial Full time

    Unlock Your Earning Potential with Western FinancialWe're seeking a skilled Enterprise Sales Consultant to join our team. As one of Canada's largest insurance providers, we offer unparalleled opportunities for growth and success.About the Role:Prospect and up-sell to clients on all lines of business sold.Work and life balance with flexibility to create your...

  • Senior Financial Strategist

    2 weeks ago

    Saskatoon, Saskatchewan, Canada Osborne Financial Search Full time

    Company Overview">Osborne Financial Search, a leading financial recruitment agency, is focused on delivering exceptional talent to the finance sector. We are committed to understanding our clients' needs and providing tailored solutions.About Our ClientThe client is a junior public uranium exploration company based in Canada's Athabasca Basin. Their flagship...

  • Beauty Consultant

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Hudson's Bay Full time

    Unlock Your Potential as a Beauty ConsultantHudson's Bay is seeking a skilled and customer-focused Beauty Consultant to join our team. In this role, you will be responsible for delivering exceptional customer service and providing expert advice on beauty products and services.About the RoleDemonstrate a passion for beauty and skincare with a strong...

  • Expert Financial Planning Professional

    6 days ago

    Saskatoon, Saskatchewan, Canada Sun Life Full time

    Unlock Your Potential with Sun LifeWe are seeking a highly skilled and experienced Financial Planner, Estate & Financial Planning Services (EFPS) to join our dynamic team at Sun Life. This is an excellent opportunity for a motivated individual to leverage their expertise in estate and financial planning to make a meaningful impact on the lives of...

  • Financial Planner, Investment Consultant

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time

    About the OpportunityWe are seeking an experienced Financial Planner to join our team at Royal Bank of Canada in Saskatoon. As a key member of our team, you will create custom investment solutions for clients and work closely with internal partners to achieve sales goals.What You'll Do Provide expert financial planning advice and tailor-made solutions using...

  • Financial Transformation Expert

    2 weeks ago

    Saskatoon, Saskatchewan, Canada This is an IT support group Full time

    Job OverviewWe are seeking a seasoned financial transformation expert to join our team in Toronto, ON. As a key member of our Finance and Performance group, you will play a critical role in delivering innovative solutions to our clients.About the RoleThe ideal candidate will possess a strong background in finance management disciplines, including experience...

  • Senior Financial Planning Expert

    2 weeks ago

    Saskatoon, Saskatchewan, Canada Scotiabank Full time

    Company OverviewScotiabank is a forward-thinking organization that fosters an inclusive and high-performing culture. We are committed to making a difference in our communities, for both our customers and employees.Estimated Salary$85,000 - $110,000 per year, depending on experience.Job DescriptionWe are seeking a Senior Financial Advisor to join our Canadian...

  • Financial Services Specialist, Investment Growth Expert

    1 day ago

    Saskatoon, Saskatchewan, Canada Scotiabank Full time

    At Scotiabank, we are committed to helping our clients achieve their financial goals. As a Financial Planner, you will play a crucial role in this process by providing expert advice and guidance to our clients.The ideal candidate will have experience in financial planning and investment sales, with a strong understanding of the mass affluent market. You will...

  • Expert Beauty Consultant

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Charlotte Tilbury Beauty Ltd Full time

    We are seeking a skilled Freelance Brand Expert to join our team at Charlotte Tilbury Beauty Ltd. As a key member of our elite team, you will be responsible for promoting and creating makeup magic in-store, always representing the ethos, products, and image of our brand.Your primary objective will be to drive business in-store through exceptional makeup...

  • Industrial Solutions Consultant

    2 days ago

    Saskatoon, Saskatchewan, Canada 1300-Applied Industrial Technology Full time

    Job SummaryWe are seeking a highly skilled Industrial Solutions Consultant to join our team at 1300-Applied Industrial Technology. This is an exciting opportunity for a customer-focused individual to provide expert assistance and build ongoing relationships with customers.