Financial Advisor
1 month 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:
626 6 AVE:NEW WESTMINSTERCity:
NEW WESTMINSTERCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2024-10-18Application Deadline:
2024-10-28Inclusion 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
1 month ago
New Westminster, 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Student Success Advisor
3 months ago
New Westminster, Canada Douglas College Full time**Work Arrangements**What Douglas Offers** DO what you love. Be good at it. That’s how Douglas College defines a great career. It’s a philosophy that resonates through our classrooms, our offices and our boardrooms. It inspires our students and drives us to make Douglas College one of BC’s Top Employers. We love what we do. And we’re looking for...
-
Student Success Advisor
6 months ago
New Westminster, Canada Douglas College Full time**Work Arrangements**What Douglas Offers** DO what you love. Be good at it. That’s how Douglas College defines a great career. It’s a philosophy that resonates through our classrooms, our offices and our boardrooms. It inspires our students and drives us to make Douglas College one of BC’s Top Employers. We love what we do. And we’re looking for...
-
Insurance Advisor
6 months ago
New Westminster, 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 our Royal City Centre office in New Westminster, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We...
-
Financial Services Professional
3 weeks ago
New Westminster, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Advisor, you will build and maintain strong relationships with high-value clients by providing expert advice and guidance on their financial needs. You will work closely with clients to understand their goals and objectives, and develop personalized solutions to help them...
-
Insurance Advisor Trainee
5 months ago
New Westminster, Canada Westland Insurance Ltd. Full timeWe’re searching for a Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee in New Westminster, BC at our Royal City Centre location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a...
-
Enrolment Services Advisor
5 months ago
New Westminster, Canada Douglas College Full time**Work Arrangements**What Douglas Offers** DO what you love. Be good at it. That’s how Douglas College defines a great career. It’s a philosophy that resonates through our classrooms, our offices and our boardrooms. It inspires our students and drives us to make Douglas College one of BC’s Top Employers. We love what we do. And we’re looking for...
-
Enrolment Services Advisor
6 months ago
New Westminster, Canada Douglas College Full time**Work Arrangements**What Douglas Offers** DO what you love. Be good at it. That’s how Douglas College defines a great career. It’s a philosophy that resonates through our classrooms, our offices and our boardrooms. It inspires our students and drives us to make Douglas College one of BC’s Top Employers. We love what we do. And we’re looking for...
-
Contract Financial Advisor
6 months ago
New Westminster, Canada Scotiabank Full timeRequisition ID: 193697 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 Services Specialist
2 weeks ago
New Westminster, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a skilled Financial Advisor to join our team at the Royal Bank of Canada. As a key member of our organization, you will be responsible for providing expert advice and solutions to our clients, helping them achieve their financial goals and navigate complex financial situations.Key ResponsibilitiesDevelop and maintain strong...
-
Client Advisor
2 weeks ago
New Westminster, British Columbia, Canada Royal Bank of Canada Full timeJob Title: Client AdvisorAs a Client Advisor at Royal Bank of Canada, you will play a critical role in building strong relationships with clients and helping them achieve their financial goals. This is a unique opportunity to leverage your client-focused sales expertise and problem-solving skills to deliver exceptional client experiences and drive business...
-
Indigenous Student Recruiter Advisor
3 weeks ago
New Westminster, British Columbia, Canada Douglas College Full timeJob SummaryThe Indigenous Student Recruiter Advisor plays a vital role in promoting programs and services at Douglas College by planning, maintaining, and executing domestic Indigenous student recruitment programs and services. This position provides exceptional client-centred service to all stakeholder groups, including prospective Indigenous students,...
-
Student Recruiter Advisor
3 weeks ago
New Westminster, British Columbia, Canada Douglas College Full timeThe RoleThe Student Recruiter Advisor plays a pivotal role in promoting programs and services at Douglas College. This position involves planning, maintaining, and executing student domestic recruitment programs to attract and engage prospective students. The successful candidate will provide exceptional client-centred service to all stakeholder groups,...
-
Financial Solutions Manager
5 months ago
New Westminster, Canada Prospera Credit Union Full time**TEAM LOCAL is hiring** Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $6.7 billion in assets and 120,000 members. With 26...
-
Beauty Advisor
6 months ago
New Westminster, Canada London Drugs Limited Full timeBeauty Advisor NeededIs your interest in beauty and health more than “skin deep”? Do your friends and family members ask you for cosmetics advice? Are you up-to-date with the latest beauty trends and products? Do you like meeting new people, and helping make their outer beauty shine as brightly as their inner beauty? If so, you could be just the person...
-
Insurance Advisor
3 days ago
New Westminster, Canada AMC Insurance Full time**Insurance Advisor, Personal Lines** **We're Expanding: Hiring for Various Positions!** **Location**:450 6th St, New Westminster, BC V3L 3B3 **Salary: CA$55,000.00 - CA$95,000.00 per year** **We are Proud to Offer**: - We promote work-life balance through flexible scheduling and hours - Positive work culture and environment - Salary and Commission...
-
Financial Solutions Manager
6 months ago
New Westminster, Canada Prospera Credit Union Full time**TEAM LOCAL is hiring** Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia’s fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve...
-
Program Advisor
2 months ago
New Westminster, Canada Yorkville University Full timeAbout Us: We are looking for the visionaries, the change-makers, the self-starters who are seeking more from their career. Change begins with the small decisions we make, each day, to support each other and strive to create inspiring incredible educational experiences for all students, no matter where they are or how they learn. This concept connects deeply...
-
Program Advisor
5 months ago
New Westminster, Canada Yorkville University Full timeAbout Us: The same philosophy of personal attention that distinguishes Yorkville Education Company as a leading provider of post-secondary education makes us an exceptional place to work. We are a progressive and modern institution, responding to the needs of current and future students and implementing the best technology solutions to empower our work. We...
-
Student Recruiter Advisor
4 weeks ago
New Westminster, British Columbia, Canada Douglas College Full timeThe RoleAs a Student Recruiter Advisor at Douglas College, you will play a vital role in promoting programs and services to prospective students. Your primary responsibility will be to plan, maintain, and execute student domestic recruitment programs, ensuring that all stakeholders receive exceptional client-centered service. Your duties will include:1....