Financial Advisor

3 months ago

Smiths Falls, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

*This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Rideau Lakes communities.  Includes locations such as; Perth, Smiths Fall, Portland and Sharbot Lake. Qualified applicants will be contacted to review their resume in more detail.

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)
  • 1-2 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

Job Skills

Additional Job Details

Address:

31 BECKWITH ST N:SMITHS FALLS

City:

SMITHS FALLS

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-22

Application Deadline:

Inclusion 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

    3 months ago

    Smiths Falls, Canada Royal Bank of Canada Full time

    Job SummaryJob Description*This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Rideau Lakes communities. Includes locations such as; Perth, Smiths Fall, Portland and Sharbot Lake. Qualified applicants will be contacted to revie

  • Financial Advisor

    4 weeks ago

    SMITHS FALLS, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Advisor with RBC, you will have the opportunity to work with high-value personal and small business clients in the Rideau Lakes communities. You will provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events.Key ResponsibilitiesConsistently demonstrate empathy,...

  • Financial Advisor

    4 weeks ago

    SMITHS FALLS, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Advisor with RBC, you will have the opportunity to work with high-value personal and small business clients in the Rideau Lakes communities. You will provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events.Key ResponsibilitiesConsistently demonstrate empathy,...

  • Financial Professional

    2 weeks ago

    Smiths Falls, Canada Royal Bank of Canada Full time

    Job SummaryThis is an opportunity for candidates to express their interest in current and future financial advisor positions across our Rideau Lakes communities. The role includes locations such as Perth, Smiths Falls, Portland, and Sharbot Lake. Qualified applicants will be contacted to review their qualifications and discuss potential opportunities.Key...

  • Financial Services Professional

    3 weeks ago

    SMITHS FALLS, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to build and maintain relationships with high-value clients, providing them with proactive and professional advice to help them achieve their financial goals. You will work closely with clients to understand their needs and develop tailored solutions to meet their...

  • Financial Services Professional

    1 month ago

    Smiths Falls, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionOpportunity OverviewWe are seeking a skilled Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients. You will provide proactive, professional advice and collaborate with...

  • Financial Services Professional

    1 month ago

    Smiths Falls, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionOpportunity OverviewWe are seeking a skilled Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients. You will provide proactive, professional advice and collaborate with...

  • Banking Advisor

    4 weeks ago

    Smiths Falls, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionUnlock Your Potential as a Banking AdvisorThis exciting opportunity is perfect for individuals who are passionate about delivering exceptional client experiences and building strong relationships. As a Banking Advisor, you will play a key role in helping clients achieve their financial goals and navigate the complexities of banking...

  • Banking Advisor

    4 weeks ago

    Smiths Falls, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionUnlock Your Potential as a Banking AdvisorThis exciting opportunity is perfect for individuals who are passionate about delivering exceptional client experiences and building strong relationships. As a Banking Advisor, you will play a key role in helping clients achieve their financial goals and navigate the complexities of banking...

  • Assistant Branch Manager Advisor

    4 weeks ago

    SMITHS FALLS, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Assistant Branch Manager Advisor to join our team. As a key member of our branch, you will be responsible for leading and coaching your team to deliver exceptional client experiences and maximize opportunities through sales enablement and coaching, digital education, and collaboration with RBC...

  • Assistant Branch Manager Advisor

    4 weeks ago

    SMITHS FALLS, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Assistant Branch Manager Advisor to join our team at Royal Bank of Canada. As a key member of our branch, you will be responsible for leading and coaching your team to deliver exceptional client experiences and maximize opportunities through sales enablement and coaching, digital education and usage,...

  • Assistant Branch Manager Advisor

    4 weeks ago

    SMITHS FALLS, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Assistant Branch Manager Advisor to join our team. As a key member of our branch, you will be responsible for leading and coaching your team to deliver exceptional client experiences and maximize opportunities through sales enablement and coaching, digital education, and collaboration with RBC...

  • Assistant Branch Manager Advisor

    4 weeks ago

    SMITHS FALLS, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Assistant Branch Manager Advisor to join our team at Royal Bank of Canada. As a key member of our branch, you will be responsible for leading and coaching your team to deliver exceptional client experiences and maximize opportunities through sales enablement and coaching, digital education and usage,...

  • Banking Advisor

    1 month ago

    Smiths Falls, Canada RBC - Royal Bank Full time

    {"Job Summary": "Unlock Your Potential as a Banking AdvisorAt RBC, we're seeking a talented Banking Advisor to join our team. As a key member of our team, you'll have the opportunity to make a real impact on our clients' lives by providing expert advice and guidance on their financial needs.", "What is the opportunity?": "This exciting role offers the chance...

  • Banking Advisor

    1 month ago

    Smiths Falls, Canada RBC - Royal Bank Full time

    {"Job Summary": "Unlock Your Potential as a Banking AdvisorAt RBC, we're seeking a talented Banking Advisor to join our team. As a key member of our team, you'll have the opportunity to make a real impact on our clients' lives by providing expert advice and guidance on their financial needs.", "What is the opportunity?": "This exciting role offers the chance...

  • Financial Services Professional

    4 weeks ago

    Smiths Falls, Canada Royal Bank of Canada Full time

    Job SummaryThis is an opportunity for candidates to express their interest in current and future financial advisor positions across our Rideau Lakes communities. The role includes locations such as Perth, Smiths Falls, Portland, and Sharbot Lake. Qualified applicants will be contacted to review their qualifications and discuss the opportunity further.Key...

  • Financial Services Professional

    4 weeks ago

    Smiths Falls, Canada Royal Bank of Canada Full time

    Job SummaryThis is an opportunity for candidates to express their interest in current and future financial advisor positions across our Rideau Lakes communities. The role includes locations such as Perth, Smiths Falls, Portland, and Sharbot Lake. Qualified applicants will be contacted to review their qualifications and discuss the opportunity further.Key...

  • Financial Services Professional

    2 weeks ago

    Smiths Falls, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs a Financial Advisor at Royal Bank of Canada, you will be responsible for building and maintaining relationships with high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their financial goals and navigate key life events.Key...

  • Client Advisor

    7 months ago

    Smiths Falls, 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...

  • Financial Services Professional

    2 months ago

    Smiths Falls, Canada Royal Bank of Canada Full time

    Job SummaryAt Royal Bank of Canada, we are seeking a highly skilled Financial Advisor to join our team. This is an exciting opportunity for candidates to express their interest in current and future financial planning positions across our communities.Key Responsibilities:Provide expert financial planning and advisory services to clientsDevelop and implement...