- 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, and 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
- 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.)
- Second language skill
- Active in developing a solid network in the local community
- 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
-
Financial Advisor
2 days ago
MD Financial Management Ottawa, CanadaRequisition ID: 187418 · 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 Financial ...
-
Financial Advisor
1 week ago
Educators Financial Group Ottawa, Canada**Job Summary**: · Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association ...
-
Financial Advisor
1 week ago
CAPCORP Financial Ottawa, CanadaCAPCORP Financial Corporation is one of Canada's leading independent financial services companies. We help business owners maximize the value of their greatest asset - their business. Employing leading experts in the fields of retirement planning, estate planning, succession plan ...
-
Financial Advisor
1 week ago
Scotiabank Ottawa, CanadaRequisition ID: 168078 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Financial Advisor hours/ Permanent Full-time role/ St. Lawrence · As an Financial Advisor (St. Lawrence) you are customer-centric and able to connect ...
-
Financial Advisor
4 days ago
Royal Bank of Canada Ottawa, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Financial Advisor
1 week ago
Royal Bank of Canada Ottawa, Canada**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, professi ...
-
Financial Advisor
2 days ago
Scotiabank Ottawa, CanadaRequisition ID: 172127 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **What your role will be** · Financial Advisor · Permanent full-time (37.5 hours) · Location: Kanata (Hazeldean/Bridlewood/March Rd/Terry Fox)/ Carp/S ...
-
Financial Advisor
1 week ago
Royal Bank of Canada Ottawa, Canada**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, professi ...
-
Financial Advisor
1 week ago
Scotiabank Ottawa, CanadaRequisition ID: 167744 · 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 themsel ...
-
Financial Advisor
6 days ago
Scotiabank Ottawa, Canada**Requisition ID**: 178077 · **Cost Centre**: costCenter · **Employee Referral Program - Potential Reward**: $3,000.00 · We are committed to investing in our employees and helping you continue your career at Scotiabank. · **What your role will be ** · Financial Advisor · Merivale ...
-
Financial Advisor
2 days ago
Scotiabank Ottawa, CanadaRequisition ID: 172157 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **What your role will be** · Financial Advisor · Permanent full-time (37.5 hours) · Location: Kanata (Hazeldean/Bridlewood/March Rd/Terry Fox)/ Carp/S ...
-
Financial Advisor
6 days ago
Scotiabank Ottawa, CanadaRequisition ID: 182615 · 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 themsel ...
-
Financial Advisor
4 days ago
House of Commons (Canada) / Chambre des communes (Canada) Ottawa, Canada**Company Description** · The House of Commons Administration delivers outstanding services to Members of Parliament and their employees in support of parliamentary democracy. Our success is made possible by our talented and dedicated workforce. We leverage diversity in all its f ...
-
Financial Advisor
6 days ago
Scotiabank Ottawa, CanadaRequisition ID: 199143 · 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/ Carling & Woodroffe/ Permanent/ Full-time 37.5h · At Scotiabank we help employee ...
-
Financial Advisor
1 week ago
Desjardins Ottawa, CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
-
Associate Financial Advisor
4 days ago
CIBC Ottawa, CanadaWe'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 ...
-
Associate Financial Advisor
2 days ago
CIBC Ottawa, CanadaWe'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 ...
-
Associate Financial Advisor
1 week ago
CIBC Ottawa, CanadaWe'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 ...
-
Financial Advisor
1 week ago
Scotiabank Gatineau, CanadaRequisition ID: 167084 · 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 themsel ...
-
Financial Advisor
1 week ago
Scotiabank Gatineau, CanadaRequisition ID: 188762 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As a ...
Financial Advisor - OTTAWA, Canada - Royal Bank of Canada
Description
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?
What do you need to succeed?
Must-have
Nice-to-have
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.
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital LiteracyAdditional Job Details
Address:
117 CENTREPOINTE DR:OTTAWACity:
OTTAWACountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
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