Financial Advisor
2 weeks ago
Job DescriptionFinancial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you 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 provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.What will you do?Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contactUse your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and businessProvide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstancesChampion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.Make good use of technology to connect with clients both virtually and face to faceImplement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local communityCollaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert adviceWhat do you need to succeed?Must-haveValid 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 (i.e. Personal Financial Service Advice and Financial Planning I)Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)2-3 years of proven sales experience in the financial services industry, handling credit and investmentsDemonstrated ability to build trust and maintain long-term client relationshipsDigital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)Nice-to-haveSecond language skillActive in developing a solid network in the local communityWhat’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Career development and top-notch sales coaching to take your career to the next levelCompetitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canada’s leading financial services brand in your community Job SkillsAdvice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job DetailsAddress:5 CLAIR RD E:GUELPHCity:GuelphCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2025-11-27Application Deadline:2025-12-10Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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Financial Advisor
2 weeks ago
Guelph, Ontario, Canada RBC Full time $60,000 - $100,000 per yearJob DescriptionFinancial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you 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 provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their...
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Financial Advisor
5 days ago
Guelph, Canada Royal Bank of Canada Full time**Job Summary** What is the opportunity? As an RBC Financial Advisor, you 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 provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
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Guelph, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Financial Advisor in Guelph, Ontario. In this role, you will focus on building strong customer relationships and creating personalized financial strategies. The ideal candidate will have a Mutual Funds licence and CIFP Diploma, with a proven track record in meeting sales targets. This position offers a...
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Guelph, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Financial Advisor in Guelph, Ontario. In this role, you will focus on building strong customer relationships and creating personalized financial strategies. The ideal candidate will have a Mutual Funds licence and CIFP Diploma, with a proven track record in meeting sales targets. This position offers a...
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Senior Financial Advisor
4 days ago
Guelph, Ontario, Canada Scotiabank Full time $60,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...
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Financial Advisor: Holistic Planning
3 weeks ago
Guelph, Canada Scotiabank Full timeA leading financial institution in Guelph, Ontario is seeking a Financial Advisor to enhance customer relationships and achieve sales targets. The ideal candidate will have a strong customer service orientation and be driven to meet customer needs. A competitive compensation package and career development opportunities are offered. Join a collaborative team...
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Senior Financial Advisor
4 weeks ago
Guelph, Canada Scotiabank Full timeRequisition ID: 234483 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...
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Guelph, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Advisor in Guelph, Ontario. You will build customer relationships, educate clients, and help create comprehensive financial plans. The ideal candidate will have a Mutual Funds license and a drive for excellence in customer service. This role offers competitive compensation and opportunities for career...
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Guelph, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Advisor in Guelph, Ontario. You will build customer relationships, educate clients, and help create comprehensive financial plans. The ideal candidate will have a Mutual Funds license and a drive for excellence in customer service. This role offers competitive compensation and opportunities for career...
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Wealth Advisor
2 weeks ago
Guelph, Canada RLB LLP Full timeHave you heard? #RLBisAwesome! People Count. That is our motto at RLB. So, what does this mean for you? - We invest time and effort into our team members for the hands-on learning experience required to become a successful professional. - We offer a fun and rewarding work environment dedicated to ensuring that our team members get the knowledge, support, and...