Financial

2 weeks ago


Greater Sudbury Grand Sudbury, 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 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 (i.e. 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 (i.e., 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
- Opportunity to represent Canada’s leading financial services brand in your community

**Job Skills**

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

**Additional Job Details**

**Address**:
5118 MUNICIPAL RD 80:GREATER SUDBURY / GRAND SUDBURY

**City**:
GREATER SUDBURY / GRAND SUDBURY

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-11-15

**Application Deadline**:
2024-11-22

**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.



  • Sudbury, Ontario, Canada Financial Decisions Inc. Full time

    FINANCIAL ADMINISTRATORCompany: Financial Decisions Inc.Location: Sudbury, OntarioWork Arrangement: On-site, Monday to Friday (5 days in office)Reports to: Linda CartierOVERVIEWFinancial Decisions Inc. is seeking a highly organized and detail-oriented Financial Administrator to join our financial planning team in Sudbury. This full-time, in-office position...


  • Greater Sudbury / Grand Sudbury, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...


  • Greater Sudbury, Canada Financial Decisions Inc. Full time

    **Overview** **Duties** - Proficiency in Microsoft (Word, Excel, Outlook, 365). - Organizing schedules, dealing with client management and file management - Completion of accurate written and clear verbal communication with staff, clients and external company colleagues. - Compliance standards maintained for client files. - Learning new systems for...


  • GREATER SUDBURY / GRAND SUDBURY, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity? ** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Sudbury Market ** As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial...

  • Financial Advisor

    1 week ago


    Greater Sudbury / Grand Sudbury, Canada Royal Bank of Canada Full time

    **Job Summary** **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...


  • GREATER SUDBURY / GRAND SUDBURY, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity? *** Please be advised specific branch location is to be determined and successful incumbent must be mobile within the Sudbury Market *** As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking...


  • Greater Sudbury, Canada Gold Leaf Financial Group Inc. Full time

    Financial Services Associates are an essential part of the team and contribute significantly to the success of Gold Leaf’s Wealth Management services. **Responsibilities**: - **Administrative Support**: Provide comprehensive administrative assistance to Advisors, including scheduling and organizing meetings, booking client appointments, completing...

  • Financial Advisor

    1 week ago


    Greater Sudbury, Canada Sudbury Credit Union Full time

    **Financial Advisor (Permanent, Full Time)** **Who are we?** Sudbury Credit Union was founded in 1951 with one simple value — **‘people helping people.’** This value has remained a constant throughout our history and resonates today as much as it did then. As a community-minded financial co-operative, Sudbury Credit Union is committed to the...

  • Financial Advisor

    3 days ago


    Greater Sudbury, Canada Sudbury Credit Union Full time

    **Permanent full time Financial Advisor** **Who are we?** Sudbury Credit Union was founded in 1951 with one simple value — **‘people helping people.’** This value has remained a constant throughout our history and resonates today as much as it did then. As a community-minded financial co-operative, Sudbury Credit Union is committed to the well-being...


  • Greater Sudbury, Canada Scotiabank Full time

       Requisition ID: 228317Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...