Financial Services Professional

2 weeks ago

Ottawa, Ontario, Canada Royal Bank of Canada Full time
Job Summary

As a Financial Advisor at Royal Bank of Canada, you will have the opportunity to build and maintain relationships with high-value personal and small business clients. Your primary goal will be to provide proactive, professional advice and collaborate with RBC partners to help clients achieve their financial goals and navigate key life events.

Key Responsibilities
  • Consistently demonstrate empathy and understanding in all interactions with colleagues and clients
  • Communicate effectively to uncover client needs and deliver client-centric advice and solutions
  • Use your expertise and the resources of the RBC ecosystem to meet clients' entire suite of financial needs
  • Provide professional advice and education on complex credit and investments, ensuring solutions are appropriate for clients' needs and financial circumstances
  • Champion digital enablement by educating clients to self-serve 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
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized and relevant expert advice
Requirements
  • 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
  • Bilingual is a requirement (English & French)
What's in it for you?

We offer a competitive salary, annual bonus, and recognition programs that reward top performance. You will also have access to top-notch sales coaching, a strong suite of tools, and the opportunity to represent Canada's leading financial services brand in your community.

  • Financial Services Professional

    1 month ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...

  • Financial Services Professional

    1 month ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...

  • Financial Services Professional

    3 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    We are seeking a Financial Services Professional to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.The Financial Services Professional identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor....

  • Financial Services Professional

    2 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    We are seeking a skilled Financial Services Professional to provide exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.The ideal candidate will identify member life stage cycle and provide solutions to financial needs, and/or refer members to an appropriate advisor. This...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...

  • Financial Services Professional

    3 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...

  • Financial Services Professional

    3 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a full range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Envision Financial Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members by offering a range of deposit and investment services. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Build strong...

  • Financial Services Professional

    6 days ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Advisor Team Member OpportunityAre you looking to kick-start a new career in the financial services industry? We have an exciting opportunity for a highly motivated individual to join our successful team in Ottawa.As a Financial Advisor Team Member, you will have the chance to build a successful business practice alongside a talented team of...

  • Financial Services Professional

    3 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    About the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will be responsible for meeting with clients to provide personalized financial planning and advice. You will work closely with our team to develop and implement effective marketing strategies to attract new...

  • Financial Services Professional

    2 weeks ago

    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    About the RoleThe Financial Advisor Team Member position at Desjardins Financial Security Independent Network - Ottawa #118 offers a unique opportunity for individuals to build a successful business practice alongside a team of experienced professionals. With a highly competitive and performance-based compensation structure, you can achieve unlimited...

  • Financial Services Professional

    3 weeks ago

    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Services Professional at Royal Bank of Canada, you will attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and navigate key life events.Key ResponsibilitiesConsistently...

  • Financial Services Consultant

    4 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    {"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients and help them achieve their financial goals. Key Responsibilities: Develop and maintain strong relationships with clients through...

  • Financial Services Consultant

    4 weeks ago

    Ottawa, Ontario, Canada MD Financial Management Full time

    {"title": "Financial Consultant Role", "description": "Are you looking for a challenging and rewarding career in financial services? In this role, you will have the opportunity to build strong relationships with our clients and help them achieve their financial goals. Key Responsibilities: Develop and maintain strong relationships with clients through...

  • Financial Services Professional

    2 weeks ago

    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to 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.Key ResponsibilitiesConsistently...

  • Financial Services Professional

    6 days ago

    Ottawa, Ontario, Canada National Defence Full time

    About this inventory The Public Service of Canada is committed to building a skilled and diverse workforce that reflects the Canadians we serve. This inventory is for future vacancies within the National Defence, specifically for professionals who can provide financial advice, analyze financial data, and prepare financial reports.Key qualifications...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help customers achieve their objectives.Work collaboratively with colleagues to identify and pursue business opportunities and drive sales...

  • Financial Services Professional

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    About the RoleKey Responsibilities:Develop and maintain strong relationships with customers to understand their financial needs and goals.Provide expert advice and guidance on financial products and services to help customers achieve their objectives.Work collaboratively with colleagues to identify and pursue business opportunities and drive sales...