![Royal Bank of Canada>](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 weeks ago
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 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 contact
- Use 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 business
- Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
- Champion 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 face
- Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice
What do you need to succeed?
Must-have
- Valid 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 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
- Second language skill
- Active in 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
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job Details
Address:
1840 COOPER RD:KELOWNACity:
KELOWNACountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
2024-06-07Application Deadline:
2024-06-21Inclusion 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.
-
Senior Financial Advisor
2 weeks ago
Kelowna, Canada MD Financial Management Full timeRequisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the...
-
Senior Financial Advisor
1 week ago
Kelowna, British Columbia, Canada MD Financial Management Full timeRequisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the Regional Manager...
-
Financial/ Wealth Advisor
5 days ago
Kelowna, British Columbia, Canada Made in Canada Full timeWealth Advisor - Full Time/Permanent - KelownaOn behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position.Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada.In this position, you will be working under the...
-
Insurance Advisor
2 weeks ago
Kelowna, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...
-
Financial/ Wealth Advisor
4 weeks ago
Kelowna, Canada Made in Canada Full timeWealth Advisor - Full Time/Permanent - KelownaOn behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position.Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada.In this position, you will be working under the...
-
Financial/ Wealth Advisor
1 month ago
Kelowna, Canada Made in Canada Full timeWealth Advisor - Full Time/Permanent - KelownaOn behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position.Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada.In this position, you will be working under the...
-
Financial/ Wealth Advisor
1 month ago
Kelowna, Canada Made in Canada Full timeWealth Advisor - Full Time/Permanent - KelownaOn behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position.Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada.In this position, you will be working under the...
-
Financial Advisor
5 days ago
Kelowna, British Columbia, Canada Scotiabank Full timeRequisition ID: 170198Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role:What your role will beFinancial 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...
-
Financial Advisor
2 months ago
Kelowna, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - IIROC page is loaded Financial Advisor - IIROC Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2403969 We’re building a relationship-oriented bank for the modern world. We need talented,...
-
Financial Advisor
2 months ago
Kelowna, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - IIROC page is loaded Financial Advisor - IIROC Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2403969 We’re building a relationship-oriented bank for the modern world. We need talented,...
-
Financial Advisor
2 months ago
Kelowna, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - IIROC page is loaded Financial Advisor - IIROC Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2403969 We’re building a relationship-oriented bank for the modern world. We need talented,...
-
Insurance Advisor
5 days ago
Kelowna, British Columbia, Canada Western Financial Group Full timeWe are one of Canada's Top Employers, Join UsLooking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service?Insurance Advisor - Personal LinesAs an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....
-
Financial Advisor
2 weeks ago
Kelowna, Canada Scotiabank Full timeRequisition ID: 170198 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** 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...
-
Financial Advisor
2 months ago
Kelowna, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Kelowna, BC time type Full time posted on Posted 2 Days Ago job requisition id 2408501 We’re building a relationship-oriented bank for the modern world. We need talented,...
-
Financial Advisor
2 months ago
Kelowna, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Kelowna, BC time type Full time posted on Posted 2 Days Ago job requisition id 2408501 We’re building a relationship-oriented bank for the modern world. We need talented,...
-
Financial Advisor
2 months ago
Kelowna, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Kelowna, BC time type Full time posted on Posted 2 Days Ago job requisition id 2408501 We’re building a relationship-oriented bank for the modern world. We need talented,...
-
Financial Advisor
2 months ago
Kelowna, BC, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - IIROC page is loaded Financial Advisor - IIROC Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2403969 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...
-
Senior Financial Advisor
1 week ago
Kelowna, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior...
-
Senior Financial Advisor
1 week ago
Kelowna, Canada MD Full timeRequisition ID: 201091Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna.Reporting to the Regional Manager you...
-
Wealth Advisor
2 weeks ago
Kelowna, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...