Client Advisor
1 month ago
As a Client Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional client service and building strong relationships with our clients. You will be responsible for proactively engaging with clients, identifying opportunities for advice and solutions, and leveraging technology to deliver a memorable client experience.
Key Responsibilities
- Proactively engage with clients to deliver outstanding service and identify opportunities for advice and solutions
- Leverage technology to deliver a memorable client experience and drive solutions
- Contribute to team results by listening and spotting opportunities to offer additional advice and introduce clients to RBC partners
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to work as one RBC team
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests
Requirements
- Goal-oriented individual with a demonstrated passion for putting clients first
- Drive and self-motivation, as well as excellent communication skills and emotional intelligence
- Digital literacy across a broad range of devices
- Personal flexibility to work flexible hours
- Eagerness to learn and determination to succeed
- Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
What We Offer
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- A world-class training program in financial services
- Excellent career development and access to a variety of job opportunities across business and geographies
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
-
Client Advisor
2 weeks ago
Sault Ste. Marie, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a Client Advisor to champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships.The ideal candidate will put clients first and find solutions to their individual needs, leveraging technology to deliver a memorable client experience and drive solutions.Key...
-
Senior Administrative Professional
2 weeks ago
Sault Ste. Marie, Ontario, Canada RBC Dominion Securities Inc. Full timeCompany OverviewRBC Dominion Securities Inc. is a leading wealth management firm that prioritizes building strong relationships with clients and communities. Our team thrives on delivering exceptional service and support to help our clients achieve their financial goals.SalaryThe estimated salary for this role is between $55,000 to $65,000 per year, based on...
-
Client Business Partner
2 weeks ago
Sault Ste. Marie, Ontario, Canada Royal Bank of Canada Full timeKey Responsibilities:As a Client Advisor, you will be responsible for delivering an outstanding service experience to clients by completing transactions and identifying opportunities for advice, solutions, and digital enablement. You will focus on education and demonstration, leveraging technology to deliver a memorable client experience and drive solutions...
-
High-Performance Financial Advisor
2 weeks ago
Sault Ste. Marie, Ontario, Canada Scotiabank Full timeJob OverviewWe are seeking a skilled High-Performance Financial Advisor to join our team in Sault Ste Marie, Ontario. This is an exciting opportunity for individuals who are passionate about providing exceptional advice and service to clients.
-
Client Service Representative
1 month ago
Sault Ste. Marie, Ontario, Canada BMO Full timeJob Summary:We are seeking a highly skilled Client Service Representative to join our team at BMO. As a Client Service Representative, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and providing exceptional client service to achieve business objectives.Key Responsibilities:Coordinate...
-
Administrative Support Specialist
4 weeks ago
Sault Ste. Marie, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is seeking a skilled Administrative Support Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and administrative support to our advisors and clients.Key ResponsibilitiesManage client accounts, including account opening,...
-
Financial Services Representative
4 weeks ago
Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Investment Advisor to join our team at Your Neighbourhood Credit Union. As a key member of our Private Wealth Practice, you will work closely with our Senior Investment Advisor and Financial Planner to manage client portfolios and develop new business opportunities.Key...
-
Career Opportunities in Banking Services
2 weeks ago
Sault Ste. Marie, Ontario, Canada National Bank Full timeWe are seeking a dynamic and customer-focused Banking Advisor to join our team at the National Bank. As a Banking Advisor, you will be responsible for providing exceptional service to our clients, helping them navigate their financial needs, and building long-term relationships.Job DescriptionGreet clients and answer questions with empathy and...
-
Senior Administrative Support Specialist
2 weeks ago
Sault Ste. Marie, Ontario, Canada RBC Dominion Securities Inc. Full timeAbout the OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm that values collaboration and mutual support. We are seeking an experienced Administrative Assistant to join our team in Sault Ste. Marie, Ontario.As an Administrative Assistant, you will play a vital role in providing exceptional support to our clients and...
-
Senior Financial Advisor
4 weeks ago
Sault Ste. Marie, Ontario, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial...
-
Sault Ste. Marie, Ontario, Canada Royal Bank of Canada> Full timeGrow Your Career in Wealth ManagementRoyal Bank of Canada is seeking a skilled Investment Advisor to join our team. As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients reach their financial goals while enjoying unlimited earning potential and a comprehensive benefits package.About the Role:We are looking...
-
Wealth Management Leader
2 days ago
Sault Ste. Marie, Ontario, Canada RBC Dominion Securities Inc. Full timeJob Overview:RBC Dominion Securities Inc. is seeking a seasoned leader to spearhead our wealth management division. As an Associate Branch Director, you will be responsible for driving overall branch profitability while meeting strategic targets. Your expertise in sales management, human resource management, operations control, and supervision of compliance...
-
Executive Branch Director
2 weeks ago
Sault Ste. Marie, Ontario, Canada Royal Bank of Canada Full timeWe are seeking a highly motivated and experienced Executive Branch Director to join our team at the Royal Bank of Canada. This is an exciting opportunity for someone who is passionate about leadership, sales management, and operational excellence.Company Overview:The Royal Bank of Canada is a leading wealth management firm with C$400 billion in assets under...
-
Investment Advisor
4 weeks ago
Sault Ste. Marie, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Planning and Wealth Management Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC....
-
Investment Advisor
1 month ago
Sault Ste. Marie, Ontario, Canada RBC Dominion Securities Inc. Full timeJob DescriptionGrow your business, your way – with RBC Dominion SecuritiesAs a Wealth Management Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll...
-
Investment Portfolio Manager
2 weeks ago
Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full timeAbout the RoleWe are seeking an experienced Investment Portfolio Manager to join our Wealth Management Team at Your Neighbourhood Credit Union.As a key member of our team, you will be responsible for managing client portfolios and developing new business opportunities in a meaningful way.You will work closely with our Senior Investment Advisor and Financial...
-
Senior Portfolio Manager
2 weeks ago
Sault Ste. Marie, Ontario, Canada RBC Dominion Securities Inc. Full timeCompany OverviewRBC Dominion Securities Inc. is a leading wealth management and investment firm dedicated to helping individuals and families achieve their financial goals.SalaryThe estimated annual salary for this role is between $80,000 and $150,000, depending on experience and performance.Job DescriptionWe are seeking an experienced Investment Advisor to...
-
Senior Banking Professional
2 weeks ago
Sault Ste. Marie, Ontario, Canada National Bank Full timeRole OverviewWe are seeking a skilled Banking Advisor to join our team at National Bank. In this role, you will have the opportunity to work with a diverse client base and provide exceptional customer service.About the RoleThe successful candidate will be responsible for providing banking solutions to clients, answering questions, and offering transaction...
-
Financial Planning Expert
2 weeks ago
Sault Ste. Marie, Ontario, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential as a Financial Planning Expert at RBC Dominion Securities Inc.RBC Dominion Securities Inc. is seeking an experienced and ambitious Financial Planning Expert to join our dynamic team. As an Investment Advisor, you will play a vital role in helping your clients achieve their financial goals while enjoying the support of a renowned company...
-
Mortgage Advisor
1 month ago
Sault Ste. Marie, Ontario, Canada CIBC Full timeAbout CIBC Nous sommes une banque axée sur les relations qui construit un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce...