Financial Services Professional
1 month ago
We are seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.
Key Responsibilities- Provide proactive, professional advice to clients and collaborate with RBC partners to help clients achieve their goals and navigate key life events.
- Develop and maintain a deep understanding of clients' financial needs and provide tailored solutions to meet their objectives.
- Utilize your expertise in everyday banking, investments, and credit to deliver a robust Advice Experience to clients.
- Champion digital enablement by educating clients on self-service options and leveraging technology to connect with clients virtually and face-to-face.
- Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention in your local community.
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute
- Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute
- 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
- Career development and top-notch sales coaching to take your career to the next level
- Competitive salary, annual bonus, and recognition programs that reward top performance
- Strong suite of tools, including emerging digital capability to enhance your competitive edge
- Opportunity to represent Canada's leading financial services brand in your community
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
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Financial Services Professional
4 weeks ago
Calgary, Alberta, Canada Wellington Altus Financial, Inc. Full timeJoin Our Team at Wellington-Altus Financial, Inc.We are a dynamic and growing organization, founded in 2017, with a strong presence in the financial industry. Our company encompasses several subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., and Wellington-Altus Group Solutions Inc.About...
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Financial Services Professional
3 weeks ago
Calgary, Alberta, Canada Wellington Altus Financial, Inc. Full timeJoin Our Team at Wellington-Altus Financial, Inc.We are a dynamic and growing organization, founded in 2017, with a strong presence in the financial industry. Our company encompasses several subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., and Wellington-Altus Group Solutions Inc.About...
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Financial Services Professional
1 week ago
Calgary, Alberta, Canada Connor Clark and Lunn Financial Group Full timeUnlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we offer a unique opportunity for ambitious professionals to grow their careers in the dynamic field of wealth management.We are seeking a skilled and dedicated individual to join our team as a Wealth Advisor. As a key member of our investment management team, you will...
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Financial Services Professional
3 weeks ago
Calgary, Alberta, Canada Connor Clark and Lunn Financial Group Full timeUnlock Your Potential as a Wealth AdvisorAt Connor Clark and Lunn Financial Group, we're dedicated to helping clients achieve their unique financial goals. As a Wealth Advisor, you'll play a key role in delivering exceptional investment management services to our clients. With a focus on discretion and personalized attention, you'll work closely with our...
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Financial Services Professional
3 weeks ago
Calgary, Alberta, Canada beBee Professionals Full timeBeBee Professionals is looking for a Financial Services Professional to join our team in Calgary. The ideal candidate will have a strong background in corporate finance and be able to provide financial advice and services to clients.Responsibilities will include:Developing and executing financial strategiesProviding financial analysis and managing financial...
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Financial Services Professional
2 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Advisor at RBC, you will play a key role in building and maintaining relationships with high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain a deep understanding of clients' financial needs and goals, providing personalized advice and...
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Financial Services Professional
3 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Advisor at Royal Bank of Canada, you will attract, nurture, and grow relationships with our high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You will have a breadth and depth of expertise across...
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Financial Services Professional
4 weeks ago
Calgary, Alberta, 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 personalized financial plans to help them...
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Financial Services Professional
4 weeks ago
Calgary, Alberta, 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 personalized financial plans to help them...
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Life Insurance Sales Professional
5 days ago
Calgary, Alberta, Canada Neilson Financial Services Full timeJob Title: Life Insurance Sales ProfessionalWe are currently seeking a skilled Life Insurance Sales Professional to join our team. As a vital member of our Canadian team, you will play a key role in helping individuals and families make informed decisions about their financial security.Key Responsibilities:Manage a large volume of warm leads via inbound and...
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Financial Services Professional
4 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients and collaborate...
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Financial Services Professional
4 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients and collaborate...
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Financial Services Professional
1 month ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients and collaborate...
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Financial Services Professional
2 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionFinancial Services ProfessionalWhat is the opportunity?As a Royal Bank of Canada Financial Services Professional, you will 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 will provide our clients with proactive, professional...
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Financial Services Professional
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our branch network.Key ResponsibilitiesProactively identify...
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Financial Services Professional
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our branch network.Key ResponsibilitiesProactively identify...
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Financial Services Professional
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our branch network.Key ResponsibilitiesProactively identify...
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Financial Services Coordinator
11 hours ago
Calgary, Alberta, Canada Selina Pan Professional Corp. Full timeWe are seeking a highly organized Bookkeeping and Financial Data Specialist to join our team at Selina Pan Professional Corp.The ideal candidate will have a strong foundation in bookkeeping principles and practices, with the ability to maintain accurate and up-to-date financial records.The successful candidate will be responsible for calculating and...
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Financial Services Professional
3 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionFinancial AdvisorWhat is the opportunity?As a Royal Bank of Canada Financial Advisor, you will 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 will provide our clients with proactive, professional advice and collaborate with RBC...
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Life Insurance Sales Professional
1 month ago
Calgary, Alberta, Canada Neilson Financial Services Full timeLife Insurance Sales Advisor Job DescriptionWe are seeking a highly skilled and driven Life Insurance Sales Advisor to join our Canadian team. As a Life Insurance Sales Advisor, you will play a pivotal role in helping individuals and families make informed decisions about their financial security.Key Responsibilities:Manage a large volume of warm leads via...