Financial Advisor
7 days ago
Job Description Financial 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, and 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 communityJob SkillsClient Centricity, Communication, Critical Thinking, Curious MindsetAdditional Job DetailsAddress:5022 50 AVE:LACOMBECity:LacombeCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2025-09-19Application Deadline:2026-01-26Note: 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.RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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Financial Advisor
1 week ago
Lacombe, Canada Royal Bank of Canada> Full timeJob 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
Lacombe, Alberta, Canada RBC Full timeJob 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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Advisor
1 week ago
Lacombe, Canada Lenz Financial Services Full time**Job Summary** As an Associate Advisor, you will be responsible for providing advice and support to our clients, identifying new opportunities, and help grow our business by actively prospecting for new clients as well as meeting with existing client base. **Skills/Requirements** - Excellent problem-solving skills to provide proactive client service. -...
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Financial Advisor
1 week ago
Lacombe, Canada Servus Credit Union Full timeServus is growing! We are currently looking for a **Financial Advisor for our Lacombe branch.** Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness. More...
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Financial Advisor
4 weeks ago
City of Lacombe, Canada RBC Full timeJob Description Financial Advisor 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with...
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Financial Advisor
1 week ago
Lacombe, Canada Servus Credit Union Full time**Posting Closes**:December 3, 2024, 4:00pm MST **Employment Status**:Full-time (Monday - Saturday branch) **Compensation**:$52,121 - $72,869 per annum (commensurate with education and/or experience) Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about...
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Financial Advisor
4 days ago
Lacombe, Canada Servus Credit Union Full time**Posting Closes**:November 1, 2024, 4:00pm MST **Employment Status**:Full-time (Monday - Saturday branch) **Compensation**:$52,121 - $72,869 per annum (commensurate with education and/or experience) Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about...
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Financial Advisor
4 weeks ago
City of Lacombe, Canada RBC Full timeA leading financial institution in Lacombe is seeking a Financial Advisor to enhance client relationships by providing proactive advice and support. The ideal candidate has a strong sales background in financial services, ideally with 2-3 years of experience. This role offers a competitive salary and solid career development opportunities. Join us to thrive...
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Insurance Broker
2 weeks ago
Lacombe, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 180+ locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
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Assistant Branch Manager
1 week ago
Lacombe, Canada Servus Credit Union Full time**Posting closes**: December 27th, 2024 4:00 pm (MST) **Employment Status**:Full-time (6-day, extended-hour branch; Mon. - Sat.) **Compensation**:$74,437 - $93,046 Servus is growing! We are currently looking for an **Assistant Branch Manager** at our **Lacombe** branch. Servus Credit Union is Alberta's largest member-owned credit union, known for...