Current jobs related to Financial Advisor - Milton - Royal Bank of Canada

  • Financial Advisor

    1 day ago

    Milton, Canada Royal Bank of Canada Full time

    **Job Summary** **Job Description**: **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...

  • Financial Advisor

    3 days ago

    Milton, 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...

  • Associate Financial Advisor

    1 week ago

    Milton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    1 week ago

    Milton, Canada Royal Bank of Canada Full time

    **What will you do?** - Communicate with clients to learn about their needs and help them achieve their goals - Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs - Collaborate with market-leading professionals in financial planning, retirement planning,...

  • Customer Service Advisor

    1 week ago

    Milton, Canada Pride Group Logistics Full time

    _**PLEASE NOTE: Staffing firms are kindly requested NOT to approach us for staffing help. Thank you.**_ Pride Fleet Solutions is seeking to hire a FULL-TIME, On-Site **Customer Service Advisor** for the location Milton. Key Responsibilities: - Greet customers and provide a welcoming and professional first point of contact. - Listen to customer concerns...

  • Client Advisor

    7 days ago

    Milton, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Client Advisor

    3 weeks ago

    MILTON, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Golf & Turf Service Advisor - Milton Common

    3 weeks ago

    Milton, Canada Farol Ltd Full time

    Company Overview Farol Ltd is an extremely successful family-owned, multisite agricultural and groundcare machinery business and the largest John Deere dealership in the UK. Established in 1976 and now employing over 300 people, we are the market leaders in agriculture, groundcare and homeowner products. In addition to holding the prestigious John Deere...

  • Life, Health

    1 week ago

    Milton, Canada RBC Insurance Agency Ltd Full time

    **What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to...

  • Insurance Advisor Life, Health

    7 days ago

    Milton, Ontario, Canada RBC Insurance Full time $550,000 - $1,000,000 per year

    Job DescriptionPlease Note: Actively Hiring For GTA (Primarily Brampton, Mississauga, Toronto, Halton Region , Markham, Vaughan, Kitchener, Waterloo)What is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life &...

Financial Advisor

2 weeks ago

Milton, Canada Royal Bank of Canada Full time

**Job Summary**

**We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and Saturdays) as required.**

**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 life events. As an expert advisor, you contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.

**What will you do?**
- Communicate with clients to learn about their needs and help them achieve their goals
- Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
- Leverage technology to deliver on client experience and drive sales and retention
- Proactively take ownership of resolving and preventing client’s banking problems
- Implement contact and relationship building strategies, and support new client acquisition in local community
- Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking

**What do you need to succeed?**

**Must-have**
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)
- 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 (e.g., smartphones, tablets, laptops, etc.)

**Nice-to-have**
- Fluency in a second language
- Active in the local community, developing a solid network in the local community

**What’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 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

**PCBADV**

**Job Skills**

Client Centricity, Communication, Critical Thinking, Curiosity

**Additional Job Details**

**Address**:
499 CORNWALL RD:OAKVILLE

**City**:
OAKVILLE

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
**Job Type**:
Regular - Trainee (Trainee)

**Pay Type**:
Salaried

**Posted Date**:
2024-06-12

**Application Deadline**:
2024-11-29

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

**Join our Talent Community**

Stay 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.