14 meilleures offres (financial advisor, colwood bc) (à pourvoir)

Financial Advisor
Royal Bank of Canada —Victoria, BC
- Temps plein
- Vente
- Finance
- Compétences en informatique
il y a 2 jours
Financial Advisor - Uptown Saanich, Victoria BC
Scotiabank —Victoria, BC
- Vente
- Service à la clientèle
Financial Advisor - Nelson Square, Victoria BC
Scotiabank —Victoria, BC
- Vente
- Service à la clientèle
Financial Advisor, Investment & Retirement Planning - VICTORIA, B.C.
Scotiabank —Victoria, BC
- Vente
- Services financiers
Financial Planner, Investment and Retirement Planning
Royal Bank of Canada —Victoria, BC
- Temps plein
- Vente
- Développement commercial
- Compétences en informatique
- Heures d'arrivée et de départ flexibles
Financial Associate
Coast Capital Savings —Victoria, BC
- De 56 300 $ à 67 600 $ par an
- Temps plein
- Travail hybride
- Finance
- Développement commercial
- Services financiers
il y a 5 jours
Investment Advisor
Ventum Financial Corp. —Victoria, BC
- Temps plein
- Développement commercial
- Capacités de présentation
- Compétences en communication
Postuler rapidement
Banking Advisor
Royal Bank of Canada —Saanich, BC
- Temps plein
- Vente
- Compétences en informatique
- Services financiers
il y a 4 jours
Developing Investment Advisor (Vancouver Island)
TD Bank —Victoria, BC
- De 50 000 $ à 100 000 $ par an
- Temps plein
- Finance
- Développement commercial
- Baccalauréat
- Congés payés
Member Advice Specialist
Coast Capital Savings —Victoria, BC
- De 56 300 $ à 67 600 $ par an
- Temps plein
- Vente
- Finance
- Mathématiques
il y a 11 jours
Advisor Internship Program (AIP) (Victoria/Kelowna)
Raymond James Financial, Inc. —Victoria, BC
- À partir de 60 000 $ par an
- Temporaire
- Finance
- Développement commercial
- Capacités de présentation
- Bourses d'Études
- Congés payés
RBC Financial Planning Networking Event - Victoria, BC
Royal Bank of Canada —Langford, BC
- Temps plein
- Services financiers
il y a 5 jours
Investment Advsior
Royal Bank of Canada —Victoria, BC
- Temps plein
- Développement commercial
- Services financiers
- Affaires
Direct Investing Senior Relationship Manager, Royal Distinction
Royal Bank of Canada —Victoria, BC
- Temps plein
- Vente
- Développement commercial
- Esprit d'analyse
il y a 11 jours

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Financial Advisor

Royal Bank of Canada -
Victoria, BC

Postuler dès maintenant

Détails du poste

Temps plein
Il y a 2 jours

Profil recherché

Investissement
Mandarin
Compétences en vente (compétences interpersonnelles)
Communication avec la clientèle
Développement des relations avec la clientèle
Recommandation de produits
Finance
Vente
Cantonais
Développement des relations avec la clientèle
Finance
Orientation vers les ventes
Orientation axée sur le service à la clientèle
Analytique des données
Compétences en informatique
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Consultation auprès de la clientèle
Interaction avec les clients
Acquisition de clients
Appareils mobiles

Description complète du poste

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, Cantonese and/or Mandarin is an asset
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 Literacy

Additional Job Details

Address:

707 FORT ST:VICTORIA

City:

Victoria

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-03

Application Deadline:

2026-09-15

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.

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.

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.

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