Financial Services Expert

1 week ago


Ottawa, Ontario, Canada RBC Full time

Role Overview:

This is an exciting opportunity to excel as a Financial Services Expert at RBC, where you will be responsible for providing exceptional client service and building long-lasting relationships.

As a key member of our team, you will be expected to:

  • Engage with clients to understand their financial needs and preferences, identifying opportunities to enhance their banking experience.
  • Utilize your expertise in investment products and services to educate clients, drive sales, and deliver memorable experiences.
  • Maintain accurate records and update client information in a timely manner.
  • Stay up-to-date with industry trends, market developments, and product updates to provide informed advice and guidance to clients.

Requirements:

To succeed in this role, you must have:

  • A strong background in finance, including knowledge of investment products and services.
  • An ability to build rapport with clients, communicate complex information effectively, and maintain confidentiality when required.
  • Demonstrated problem-solving skills, with the ability to analyze situations and develop solutions that meet client needs.
  • A passion for delivering exceptional client service and exceeding expectations.
  • Strong digital literacy and proficiency in using various software applications.

Benefits:

RBC offers a competitive compensation package, including a base salary of $65,000 - $85,000 per year, plus bonus opportunities and comprehensive benefits. As a valued member of our team, you will also have access to ongoing training and development programs, enabling you to grow your career and achieve success with RBC.



  • Ottawa, Ontario, Canada GS FINANCIAL SERVICES Full time

    Job DescriptionWe are seeking a highly skilled Strategic Business Development Expert to join our team at GS Financial Services.Key Responsibilities:Develop and implement business plans to promote industrial and commercial investment in rural and urban areas.Administer programs to foster economic growth, including venture capital development and market...


  • Ottawa, Ontario, Canada ZSA Legal Recruitment Full time

    Job OpportunityWe are seeking an experienced Legal Expert for Financial Services to join our client's team in Toronto or Ottawa.With a minimum of 5 years' experience in financial services, banking, policy, insolvency, and/or general corporate law, the ideal candidate will have a solid understanding of regulatory frameworks and industry best practices.The...


  • Ottawa, Ontario, Canada co-operators Financial Services Full time

    As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...


  • Ottawa, Ontario, Canada House of Commons of Canada Chambre des communes du Canada Full time

    We are seeking a highly skilled Financial Service Expert to join our Client Care Team within the Parliamentary Precinct Operations at the House of Commons of Canada. This is an exciting opportunity for a detail-oriented professional with excellent communication and problem-solving skills.The ideal candidate will have a strong background in finance, commerce...


  • Ottawa, Ontario, Canada National Defence Full time

    Job Title: Financial Planning and Budgeting ExpertAt National Defence, we are seeking a highly skilled Financial Planning and Budgeting Expert to join our team.Company OverviewNational Defence is committed to building a skilled and diverse workforce that reflects the Canadians we serve. We value diversity in all its forms and encourage applications from...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    About Desjardins Financial Security Independent NetworkAs a leader in the Canadian financial services industry, Desjardins Financial Security Independent Network is part of Desjardins Financial Security and the Desjardins Group, which boasts assets of over $160 billion, making it the largest cooperative financial group in Canada and the sixth largest...


  • Ottawa, Ontario, Canada House of Commons (Canada) Chambre des communes (Canada) Full time

    Are you a skilled professional looking for a challenging role in financial services? The House of Commons Administration is seeking a Client Service Advisor to join our team.We are committed to delivering outstanding services to Members of Parliament and their employees, and we value diversity in all its forms. Our talented and dedicated workforce makes it...


  • Ottawa, Ontario, Canada First Nations Financial Management Board Full time

    We are seeking a highly skilled Commercial Legal Counsel to join our team at the First Nations Financial Management Board. This role is an exciting opportunity for a motivated and experienced legal professional to contribute to the development, enactment, and approval of financial administration laws and bylaws.Job DescriptionProvide guidance and support to...


  • Ottawa, Ontario, Canada People Exchange Inc on behalf of SISIP Financial Full time

    People Exchange Inc, a leading recruitment partner, is supporting SISIP Financial in the search for a Bilingual Life Insurance Advisor - Financial Services. As a trusted provider to the Canadian Armed Forces community for over 50 years, SISIP Financial offers expert advice and solutions across investing, insurance, financial planning, and sustainable...


  • Ottawa, Ontario, Canada House of Commons (Canada) Chambre des communes (Canada) Full time

    **Overview**The House of Commons Administration is a dynamic organization that values diversity and individual growth. Our team delivers outstanding services to Members of Parliament and their employees, supporting parliamentary democracy.**Salary:** $60,000 - $80,000 per year**Job Description**We are seeking a Client Service Advisor to join our Client Care...


  • Ottawa, Ontario, Canada People Exchange Inc on behalf of SISIP Financial Full time

    People Exchange Inc, a leading recruitment partner, is supporting SISIP Financial in finding a top-performing Bilingual Life Insurance Advisor-Financial Services professional. With over 50 years of serving the military community, SISIP Financial has earned the trust of Canadian Armed Forces (CAF) members for expert advice and solutions across investing,...


  • Ottawa, Ontario, Canada Serenia Life Financial Full time

    Unlock Your Financial PotentialAt Serenia Life Financial, we're seeking a skilled Financial Insurance Advisor to join our team of industry experts. This is an exceptional opportunity to leverage your sales experience and exceptional communication skills to provide innovative financial solutions to clients.Key Responsibilities:Business Development: Identify...


  • Ottawa, Ontario, Canada S I Systems Full time

    Job Type: ContractPositions to fill: 1Pay Rate:$100-$150 per hourOverview:S I Systems is seeking a highly experienced Financial Data Governance Expert to help establish and mature our data governance framework, ensuring data quality, compliance, and security across the organization. As a key member of our team, you will leverage your expertise in capital...


  • Ottawa, Ontario, Canada People Exchange Inc on behalf of SISIP Financial Full time

    About the RoleWe are seeking a highly skilled and bilingual Financial Services Consultant - Insurance Solutions to join our team at People Exchange Inc on behalf of SISIP Financial.Job DescriptionIn this exciting role, you will be responsible for executing an ongoing business/client acquisition strategy and retention activities to ensure consistent growth in...


  • Ottawa, Ontario, Canada House of Commons of Canada Chambre des communes du Canada Full time

    The House of Commons Administration delivers exceptional services to Members of Parliament and their employees, supporting parliamentary democracy. Our success relies on our talented workforce, who value diversity and individual growth.Job DescriptionWe are seeking a Client Service Advisor to join the Parliamentary Precinct Operations team in creating a pool...


  • Ottawa, Ontario, Canada House of Commons of Canada Chambre des communes du Canada Full time

    Welcome to the House of Commons of Canada Chambre des communes du Canada, a dynamic and inclusive workplace that values diversity and recognizes individual growth. Our success is made possible by our talented and dedicated workforce.Company OverviewWe are an organization that is small enough for you to be noticed, but big enough to provide you with a...


  • Ottawa, Ontario, Canada Meridian Full time

    At Meridian, we strive to empower our Members through exceptional service and guidance. We believe that our greatest opportunity is to create opportunities for growth and development. Company Overview As Ontario's largest credit union, we have more than 75 years of banking history and are committed to investing in the communities we serve. Our vision is to...


  • Ottawa, Ontario, Canada MD Financial Management Full time

    Are you a highly skilled and motivated individual looking for a challenging role in the financial services industry?About MD Financial ManagementMD Financial Management is a Canadian wealth management company that helps professionals achieve their long-term financial goals. Our team of experienced advisors provides personalized advice and guidance to help...


  • Ottawa, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a Senior Financial Planning Expert to join our team in Canada. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service throughout the customer's journey.Key Responsibilities:Taking a proactive approach to discovering customer needs and building long-lasting...


  • Ottawa, Ontario, Canada Harris Computer Systems Full time

    Job Title:Financial Planning and Analysis ExpertAbout the Role:We are seeking a highly skilled Financial Planning and Analysis (FP&A) expert to join our finance team. As a key member of our Public Sector Group's finance team, you will be responsible for providing financial support and analysis that will have a direct impact on our Business Unit's...