Financial Advisor
Winnipeg, MB · Hybrid
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Communicate effectively to uncover client needs, deliver client centric advice, solutions and ...
Financial Advisor
Winnipeg, MB · Hybrid
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Communicate effectively to uncover client needs, deliver client centric advice, solutions and ...
Financial Advisor Intern
Winnipeg, MB · On-site
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Whether you are helping a client learn how to bank digitally, proposing an investment strategy to ...
Financial Advisor Intern
Winnipeg, MB · On-site
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Whether you are helping a client learn how to bank digitally, proposing an investment strategy to ...
Financial Advisor - Selkirk
Selkirk, MB · On-site
About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as ... Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial ...
Financial Advisor - Selkirk
Selkirk, MB · On-site
About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as ... Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial ...
Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning ...
Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning ...
Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning ...
Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning ...
Be Seen First
Associate Advisor
Winnipeg, MB · On-site
CA$70K - CA$90K/yr
Associate Advisor / Financial Planner CI Assante Wealth Management | DB Wealth Planning Group ... The Opportunity This is a client-focused financial planning position for someone who enjoys the ...
New
Quick apply
Be Seen First
Associate Advisor
Winnipeg, MB · On-site
CA$70K - CA$90K/yr
Associate Advisor / Financial Planner CI Assante Wealth Management | DB Wealth Planning Group ... The Opportunity This is a client-focused financial planning position for someone who enjoys the ...
New
Client Advisor
Roblin, MB · On-site
Client Advisor, Personal & Commercial Banking What is the opportunity? As an RBC Ambassador inside ... Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ...
Client Advisor
Roblin, MB · On-site
Client Advisor, Personal & Commercial Banking What is the opportunity? As an RBC Ambassador inside ... Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ...
Client Advisor
Norway House, MB · On-site
Client Advisor, Personal & Commercial Banking What is the opportunity? As an RBC Ambassador inside ... Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ...
Client Advisor
Norway House, MB · On-site
Client Advisor, Personal & Commercial Banking What is the opportunity? As an RBC Ambassador inside ... Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ...
Client Advisor
Russell, MB · On-site
Client Advisor, Personal & Commercial Banking What is the opportunity? As an RBC Ambassador inside ... Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ...
Client Advisor
Russell, MB · On-site
Client Advisor, Personal & Commercial Banking What is the opportunity? As an RBC Ambassador inside ... Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ...
Client Advisor
Swan River, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Swan River, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Cross Lake, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Cross Lake, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Cross Lake, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Cross Lake, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Crystal City, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Crystal City, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Minnedosa, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Minnedosa, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Peguis, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Client Advisor
Peguis, MB · On-site
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ... Track record in building rapport and maintaining client relationships within the financial, service ...
Virtual Financial Planner, Scotia Financial Planning - Dauphin and Surrounding Area
Dauphin, MB · Hybrid
As a Financial Planner, you will focus on developing and deepening client relationships by ... This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in ...
Virtual Financial Planner, Scotia Financial Planning - Dauphin and Surrounding Area
Dauphin, MB · Hybrid
As a Financial Planner, you will focus on developing and deepening client relationships by ... This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in ...
Client Advisor (TERM)
Thompson, MB · On-site
Client Advisor, Personal & Commercial Banking What is the opportunity? As an RBC Ambassador inside ... Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ...
Client Advisor (TERM)
Thompson, MB · On-site
Client Advisor, Personal & Commercial Banking What is the opportunity? As an RBC Ambassador inside ... Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds ...
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial ... Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial ...
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial ... Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial ...
Client Service Associate
Winnipeg, MB · On-site
Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and ... Knowledge of Financial/Retirement planning. * Knowledge of trade processing rules. * Must meet the ...
Client Service Associate
Winnipeg, MB · On-site
Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and ... Knowledge of Financial/Retirement planning. * Knowledge of trade processing rules. * Must meet the ...
... advisor who balances business growth objectives with responsible credit practices and a client-first approach. * Collect and analyze client financial information, develop and present tailored deal ...
Quick apply
... advisor who balances business growth objectives with responsible credit practices and a client-first approach. * Collect and analyze client financial information, develop and present tailored deal ...
Client Financial Advisor information
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Financial Advisor
Winnipeg, MB • Hybrid
Royal Bank of Canada
• Banking and Credit Intermediation • 10K+ employees10,000+ employees
Full-time
Posted 8 days ago
Job description
Job Description
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
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital LiteracyAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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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.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Employment Type: FULL_TIME
About Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA