Financial Advisor
4 weeks ago
Royal Bank of Canada is seeking a skilled Associate Advisor to join our dynamic advisory team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.
Key Responsibilities- Respond to client inquiries and ensure timely follow-up
- Contribute to business planning, client segmentation, and client service initiatives
- Identify and execute opportunities for asset consolidation, referrals, and new business growth
- Collaborate with the advisory team to manage the client acquisition pipeline and close new opportunities
- Execute trades and rebalance portfolios
- Stay up-to-date on market research and provide regular updates to the advisory team
- Support clients and the advisory team through the wealth management process
- Registered Representative (RR) designation with CIRO
- Successful completion of the Wealth Management Essentials (WME) course
- University degree
- Self-directed individual with a growth-oriented mindset
- Bilingualism (English and French) required
- Strong working knowledge of Microsoft 365 apps
- Comprehensive Total Rewards Program, including bonuses and flexible benefits
- Dynamic, collaborative, and high-performing team environment
- Opportunities for challenging work and professional growth
- Opportunities to build close relationships with clients
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Sun Life Financial Advisor
4 weeks ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?Sun Life is seeking a highly driven and goal-oriented individual to join our team...
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Sun Life Financial Advisor
4 weeks ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?Sun Life is seeking a highly driven and goal-oriented individual to join our team...
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Sun Life Financial Advisor
1 month ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?Sun Life is seeking a highly driven and goal-oriented individual to join our team...
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Sun Life Financial Advisor
1 month ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?Sun Life is seeking a highly driven and goal-oriented individual to join our team...
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Financial Advisor
1 month ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate Advisor to join our dynamic advisory team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.Key ResponsibilitiesRespond to client account inquiries and ensure timely follow-upContribute to business planning, client...
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Financial Advisor
1 month ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate Advisor to join our dynamic advisory team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.Key ResponsibilitiesRespond to client account inquiries and ensure timely follow-upContribute to business planning, client...
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Financial Advisor
1 month ago
Sherbrooke, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Associate Advisor to join our dynamic advisory team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.Key ResponsibilitiesRespond to client inquiries and ensure timely follow-upContribute to business planning, client segmentation,...
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Financial Advisor
1 month ago
Sherbrooke, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Associate Advisor to join our dynamic advisory team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.Key ResponsibilitiesRespond to client inquiries and ensure timely follow-upContribute to business planning, client segmentation,...
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Financial Services Advisor
2 months ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will play a critical role in providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesClient Relationship Management: Develop...
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Financial Services Advisor
2 months ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will play a critical role in providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesClient Relationship Management: Develop...
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Sun Life Financial Advisor
2 weeks ago
Sherbrooke, Quebec, Canada Sun Life Full timeAre you looking for a career that offers financial freedom and work-life balance?Sun Life is seeking a motivated and entrepreneurial individual to join our team as a Financial Advisor.As a Sun Life Advisor, you will receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your...
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Financial Services Advisor
4 weeks ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Associate Advisor to join our dynamic advisory team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.Key ResponsibilitiesRespond to client inquiries and ensure timely follow-upContribute to business planning, client segmentation,...
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Financial Services Advisor
4 weeks ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Associate Advisor to join our dynamic advisory team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.Key ResponsibilitiesRespond to client inquiries and ensure timely follow-upContribute to business planning, client segmentation,...
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Financial Services Advisor
2 months ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will be responsible for providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesRespond to client account inquiries and...
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Financial Services Advisor
2 months ago
Sherbrooke, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will be responsible for providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesRespond to client account inquiries and...
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Financial Advisor
4 weeks ago
Sherbrooke, Quebec, Canada RBC Full timeJob SummaryRBC Dominion Securities is seeking a highly skilled and motivated individual to join our dynamic advisory team as an Associate Advisor. This role offers a unique opportunity to provide wealth management services to a sophisticated clientele and contribute to the growth of our business.Key ResponsibilitiesRespond to client account inquiries and...
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Financial Advisor
4 weeks ago
Sherbrooke, Quebec, Canada RBC Full timeJob SummaryRBC Dominion Securities is seeking a highly skilled and motivated individual to join our dynamic advisory team as an Associate Advisor. This role offers a unique opportunity to provide wealth management services to a sophisticated clientele and contribute to the growth of our business.Key ResponsibilitiesRespond to client account inquiries and...
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Sun Life Financial Advisor
2 weeks ago
Sherbrooke, Quebec, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Key benefits include:Be in charge of...
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Mortgage Advisor
3 weeks ago
Sherbrooke, Quebec, Canada Scotiabank Full timeJob Title: Mortgage AdvisorAre you a results-driven professional with a passion for banking and client relationships? Do you have a strong commitment to trust development and delivering exceptional service? We are seeking a Mortgage Advisor to join our team at Scotiabank.About the Role:As a Mortgage Advisor, you will be responsible for building lasting...
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Banking Advisor
3 weeks ago
Sherbrooke, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryUnlock Your Potential as a Banking AdvisorWe are seeking a highly motivated and client-focused Banking Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional client service, building strong relationships, and driving sales growth.Key ResponsibilitiesProactively engage with clients to understand...