Retail Financial Advisor jobs in Saskatchewan
- Royal Bank of CanadaMoose Jaw, SK S6H 1S3
- Full-time
- Track record in building rapport and maintaining client relationships within the financial or service industry.
- View all Royal Bank of Canada jobs - Moose Jaw jobs
- Salary Search: Financial Advisor salaries in Moose Jaw, SK
- See popular questions & answers about Royal Bank of Canada
- ScotiabankSaskatoon, SK S7K 1K6
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for.
- To uncover and solve for customers’ needs.
- ScotiabankMoose Jaw, SK
- A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
- ScotiabankSaskatoon, SK S7S 1P4
- A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
- ScotiabankSaskatoon, SK S7K 1K6
- Experience in financial planning and investment sales is preferred.
- Conducting in-depth reviews for assigned clients including retirement planning, wealth…
- CIBCSaskatoon, SK
- Full-time
- Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.
- Affinity Credit UnionRosthern, SK
- From $28.48 an hour
- Part-time
- Relationships: Build deeper relationships with our members and become a trusted financial partner by assisting them with their daily banking and giving advice…
View similar jobs with this employerWealth Advisor
Easily applyConnor, Clark & Lunn Private Capital Ltd.Hybrid work in Saskatoon, SK- Deep understanding of financial markets and investment management.
- CC&L Private Capital has a significant opportunity to capture new business in the direct high…
View similar jobs with this employerWealth Advisor
Easily applyConnor, Clark & Lunn Private Capital Ltd.Hybrid work in Saskatoon, SK- Deep understanding of financial markets and investment management.
- CC&L Private Capital has a significant opportunity to capture new business in the direct high…
- Thrive Wealth Management LtdMacklin, SK
- Permanent
- 3+ years of investment and financial service experience.
- Providing expert advice by thoroughly understanding client goals, financial circumstances, and risk…
- View all Thrive Wealth Management Ltd jobs - Macklin jobs - Specialist jobs in Macklin, SK
- Salary Search: Wealth Specialist salaries
- Equitable CASaskatchewan
- $60,000–$91,000 a year
- Full-time
- Create advisor loyalty and trust via constant communication.
- Relevant experience in the financial industry with a solid understanding of investment products.
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Job Post Details
Financial Advisor
Job details
Full job description
Job Description
What is the opportunity?
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client satisfaction and loyalty.
What will you do?
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
What do you need to succeed?
Must-have
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Goal-oriented individual with a demonstrated passion for putting clients first.
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a drive to succeed
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial or service industry
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.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
- Opportunity to achieve great success and grow your career with RBC
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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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.