Financial Advisor
4 weeks ago
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.
Job Description
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 LiteracyAdditional Job Details
Address:
175 WALLACE AVE N:NORTH PERTHCity:
NORTH PERTHCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
2024-04-17Application Deadline:
2024-05-03Inclusion 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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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.
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.
-
Financial Advisor
2 weeks ago
NORTH PERTH, Canada Royal Bank of Canada Full timeJob SummaryWhat 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...
-
Perth, Canada CIBC Full timeWe’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
2 weeks ago
Halifax Regional Municipality, Canada Royal Bank of Canada> Full timeJob SummaryWhether 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.Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you...
-
Financial Analysis Advisor
5 days ago
North Vancouver, Canada ICBC Full timeAt ICBC, it’s our job to make sure the car insurance system works for all British Columbians, today and in the future. If you want to make the most of your skills and expertise while growing your career, we want you. A career at ICBC is an opportunity to be part of a talented, diverse and inclusive team that is driven to serve its customers and...
-
Banking Advisor
2 weeks ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
-
Financial Advisor
2 weeks ago
Government of Canada Ottawa and Gatineau offices Financière Sun Life Full timeAs a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let’s talk. This could be the start of something great!What’s in it for you?Be in charge of your own business and income opportunities Dedicated leadership support and head...
-
Financial Advisor Assistant
4 weeks ago
North York, Canada niche recruitment Full timeNew Client Onboarding ExperienceComplete online insurance applications with new clientsComplete and submit new DocuSign investment applicationsEnsure all documents are fully compliant including KYC, Fund Facts, Reason Why, etcComplete and submit all IFA loan applications and collect required financials as neededManage and update Equisoft CRM with updated...
-
Financial Planning
2 days ago
North Vancouver, Canada Capilano University Full time**Competition Number** - S181031P**Position Title** - Financial Planning & Analysis Advisor**Position Number** - E99944**Employee Group** - Exempt (non-union support staff)**Position Status** - Regular Full-Time**Start Date** **End Date (if applicable)** **Department** - Financial Services**Additional Notes** **Location** - North Vancouver**Working with...
-
Financial Planning
17 hours ago
North Vancouver, Canada Capilano University Full time**Competition Number** - S181132P**Position Title** - Financial Planning & Analysis Advisor**Position Number** - E99935**Employee Group** - Exempt (non-union support staff)**Position Status** - Regular Full-Time**Start Date** **End Date (if applicable)** **Department** - Financial Services**Additional Notes** **Location** - North Vancouver**Working with...
-
Advisor Business Consultant
2 weeks ago
Halifax Regional Municipality, Canada Sun Life Full timeJob Description : The Advisor Business Consultant (ABC) drives growth and productivity for Sun Life Financial Distributors (SLFD) by helping field managers and advisors activate business programs and supports. The ABC achieves this by working collaboratively, and primarily but not exclusively, with the Business Development Consultant (BDC) and advisors to...
-
Administrative Assistant
17 hours ago
North York, Canada Raymond James Financial Full time**Administrative Assistant** - 2303943 Vijay Wealth Advisory of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our North York office. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...
-
Banking Advisor
1 week ago
NORTH PERTH, Canada Royal Bank of Canada Full timeJob SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
-
Insurance Advisor
3 weeks ago
North Vancouver, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in North Vancouver, BC at our Edgemont office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
-
Financial Advisor- Northern Saskatchewan
3 weeks ago
North Battleford, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...
-
Insurance Advisor Trainee
5 days ago
North Vancouver, Canada Westland Insurance Ltd. Full timeWe’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor in North Vancouver, BC at our Edgemont office location. **Please note the location is in North Vancouver and this is a on-site position** Do you love to provide exceptional...
-
Trainee - Insurance Advisor
5 days ago
North Battleford, Canada Westland Insurance Ltd. Full timeWe’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our North Battleford, SK office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...
-
Insurance Advisor, Auto
3 days ago
North Battleford, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor, Auto in our North Battleford, SK office. Discover what’s possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for...
-
Salaried Life Insurance Representative
16 hours ago
North York, Canada Alliance Financial Group Full timeREQUIRED CREDENTIALS - Life Licence Qualification Program (LLQP) We’re on a mission to build a relationship-focused team and we’re looking for passionate collaborators, innovators, advisors, and leaders. Our distinct culture is built on a shared commitment to do what’s right for our clients, our people, and our communities, and we strive for...
-
Banking Advisor
4 weeks ago
Perth, Canada RBC - Royal Bank Full timeJob SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
-
Client Services Representative
2 weeks ago
North York, Canada Educators Financial Group Full timeEducators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers...