RBC Financial Services Advisor
4 weeks ago
Job Summary
The Centralized Financial Advisor will provide expert advice and guidance to existing and prospective clients in the selection of products and services best suited to meet their financial goals.
The clientele may come from a variety of channels including but not limited to referrals and digital marketing inquiries.
Centralized Financial Advisors are expected to have a strong working knowledge of all products and strategies made available to them.
They will develop and maintain relationships with existing clients and build relationships with new clients.
The goal is to demonstrate to clients and prospects the value of the Centralized Solutions platform, resulting in asset accumulation and retention and client satisfaction.
Key Responsibilities
- Provide high-quality service via telephone to clients transferred from sources including but not limited to referrals and digital channels.
- Assess clients' individual investment objectives, tolerance for risk, financial capabilities, investment potential, and respond to their needs and the market.
- Meet/exceed minimum expectations for business development production on a quarterly and annual basis.
- Select suitable investments based on client needs and research recommendations, and promptly execute approved transactions.
- Adhere to all compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interest of the client and RBC.
- Continue to improve and develop skills, techniques, and knowledge by participating in ongoing professional development programs.
Requirements
- Bachelor's degree or equivalent work experience.
- Series 7, 66 (63,65) and insurance licenses required.
- 3-5 years of investment-based sales and relationship management experience.
- Established track record of results and success in providing advice and expanding client relationships.
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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
-
Senior Applications Manager
4 weeks ago
Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full timeJob SummaryThis role involves leading a team of Salesforce and Mulesoft professionals to deliver cutting-edge features to our Financial Advisors.As part of the team, you will be an active member in our Salesforce Center of Excellence, which works closely with Salesforce to drive roadmap items and are regularly highlighted in their various conferences.You...
-
Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full timeJob SummaryJob DescriptionWhat is the opportunity?The Senior Product Manager for Echelon, RBC's Ultra High Net Worth (UHNW) platform, will play a key leadership role in building out the support and service offering for the growth of the UHNW segment for RBC Wealth Management US. This role will be responsible for continuing to build out and manage the center...
-
Financial Advisor
4 weeks ago
Minneapolis, Minnesota, United States Thrivent Financial Full timeFinancial Advisor Career OverviewAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic financial guidance and advice. This role is ideal for individuals who are passionate about helping others achieve their financial goals and live a more purposeful life.Key...
-
Marketing Automation Program Lead
4 weeks ago
Minneapolis, Minnesota, United States RBC Full timeJob SummaryThe Marketing Automation Program Lead is responsible for helping build and grow the Salesforce Marketing Cloud system through strategic digital marketing initiatives. This role will partner with business stakeholders, marketing strategists, Salesforce CoE, and digital measurement teams to brainstorm, gather requirements, design, develop and...
-
Marketing Leadership Manager
4 weeks ago
Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full timeJob SummaryAs a Marketing Supervision Manager at RBC Capital Markets, LLC, you will be responsible for reviewing and approving marketing materials to ensure compliance with regulatory requirements. This role requires strong analytical and communication skills, as well as the ability to work independently and meet deadlines.Key ResponsibilitiesReview and...
-
Voya Financial Advisor
4 weeks ago
Minneapolis, Minnesota, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution and defined benefit business. We are seeking a Financial Professional to join our team in the Minneapolis area to work with plan sponsor relationships in the education market.Key ResponsibilitiesEnroll participants in 403(b) and...
-
Senior Software Architect
4 weeks ago
Minneapolis, Minnesota, United States RBC Full timeJob SummaryAs a Senior Software Architect at RBC, you will be responsible for designing and implementing new real-time and batch MuleSoft APIs to interface with Salesforce and other back-end systems. You will work closely with other MuleSoft developers to define the overall MuleSoft architecture direction and participate in project meetings to establish...
-
Senior Software Architect
1 month ago
Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full timeJob SummaryAs a Senior Software Architect at RBC Capital Markets, LLC, you will be responsible for setting technical direction for all development, maintenance, and architecture initiatives with the Salesforce platform. This includes ensuring adherence to overall IT architectural direction and consulting on technical and management direction for strategic...
-
Strategic Leader, Experienced Advisor Recruiting
3 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeJob Summary:The Senior Vice President, Head of Experienced Advisor Recruiting, is responsible for leading the strategic planning, development, and execution of recruitment initiatives aimed at attracting top-tier financial advisors to Ameriprise Financial.This leader works closely with senior management to align recruiting goals with the company's business...
-
Senior Financial Planning Specialist
4 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeDeliver Expert Financial Planning ServicesAs a Senior Financial Planning Specialist at Ameriprise Financial, you will play a critical role in delivering high-quality financial planning expertise to our clients. Your primary responsibility will be to assist advisors in analyzing the financial situations of high-net-worth clients and developing strategies to...
-
Senior Investment Advisor
4 weeks ago
Minneapolis, Minnesota, United States The PNC Financial Services Group, Inc Full timeJob DescriptionAt The PNC Financial Services Group, Inc, we are seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our organization, you will be responsible for managing investment portfolios in accordance with client objectives.Key Responsibilities:Develop and implement investment strategies to meet client goalsProvide...
-
Financial Advisor
4 weeks ago
Minneapolis, Minnesota, United States North Star Resource Group Full timeFinancial Advisor Career Development OpportunityWe are seeking a motivated and ambitious individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to work with clients to understand their financial goals and develop tailored plans to achieve them. You will also have the chance to learn about sales and marketing...
-
Strategic Financial Advisor
4 weeks ago
Minneapolis, Minnesota, United States https:wayup.comsitemap Full timeAt ExecHQ, we're seeking a seasoned Chief Financial Officer (CFO) to join our team of experienced executives. As a CFO Advisor, you'll work closely with our principals to deliver tailored solutions to clients worldwide.This is an exceptional opportunity to leverage your expertise and passion for finance to drive business growth and success. Our clients range...
-
Financial Services Representative
4 weeks ago
Minneapolis, Minnesota, United States Trustone Financial Full timeAbout the Role:We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Trustone Financial. As a key member of our branch team, you will be responsible for providing exceptional service to our members, promoting financial well-being, and consistently setting a positive example.Key Responsibilities:Welcome...
-
Tax Advisor
4 weeks ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeJob SummaryStevens Foster Financial Advisors is seeking a highly skilled Tax Advisor to join our team. As a key member of our tax and planning team, you will be responsible for preparing and reviewing individual, fiduciary, entity, and gift tax returns, as well as generating tax planning strategies for our clients.Key Responsibilities:Prepare and review...
-
Financial Advisor
3 weeks ago
Minneapolis, Minnesota, United States North Star Resource Group Full timeJob OverviewWe are seeking a highly motivated and skilled Financial Consultant to join our team at North Star Resource Group. As a Financial Consultant, you will play a critical role in helping individuals, families, and businesses achieve their financial goals and secure their financial futures.Key Responsibilities:Conduct comprehensive financial analyses...
-
Senior SDET Quality Engineer
4 weeks ago
Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full timeJob SummaryAs a Senior SDET Quality Engineer at RBC Capital Markets, LLC, you will play a key role in ensuring the quality of our software products. You will work closely with the QE Team to design and implement efficient test case design and test architecture techniques, automation frameworks, and automation strategies.Key Responsibilities:Design and...
-
Financial Services Representative
4 weeks ago
Minneapolis, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional customer service and sales of deposit products, loan products, and convenient services to our members.Key...
-
Financial Wealth Strategist
1 month ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeJob OpportunityStevens Foster Financial Advisors is seeking a highly skilled Financial Wealth Relationship Manager to join our team.Job SummaryWe are looking for a professional with 3-5 years of experience in financial planning for individuals, strong understanding of investing, executive benefits, and retirement planning, as well as estate planning...
-
Financial Services Professional
4 weeks ago
Minneapolis, Minnesota, United States Catalyst Career Group Full timeAbout the RoleCatalyst Career Group is seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for providing personalized financial guidance to clients, helping them achieve their financial goals and live more generous lives.Key Responsibilities:Develop and maintain long-term relationships with...