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Financial advisor Jobs in Portage la Prairie, MB

Last updated: 11 hours ago
Client Advisor

Client Advisor

0000050007 Royal Bank of CanadaLOUISE, Manitoba, Canada
CA$17.00 hourly
Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.You will champion the RBC brand and drive business by supporting new client acquisi...Show moreLast updated: 30+ days ago
Insurance Advisor, Auto

Insurance Advisor, Auto

EquestPortage la Prairie, Manitoba, Canada
Saskatchewan Ave W, Portage la Prairie, MB R1N 3C5, Canada Req #3800.Are you searching for new possibilities?.Westland Insurance Group Ltd has an exciting opportunity for an.Do you love to provide ...Show moreLast updated: 14 days ago
Consultante ou consultant principal en tarification

Consultante ou consultant principal en tarification

Company 1 - The Manufacturers Life Insurance CompanyCAN, Manitoba, Full Time Remote
CA$22.36–CA$25.00 hourly
Remote
Full-time
Senior Underwriting Consultants,.Underwriting and Claims operations, are integral to supporting our business growth strategy in the increasingly digital insurance-buying environment, where simple p...Show moreLast updated: 30+ days ago
Account Manager - Winnipeg

Account Manager - Winnipeg

DMC RecruitmentManitoba, CA
CA$70,000.00 yearly
Account Manager - Winnipeg .Your expertise in relationship management and project coordination will be key to ensuring seamless delivery of products and services while driving client satisfact...Show moreLast updated: 28 days ago
Life Insurance Sales Agent - Work From Home

Life Insurance Sales Agent - Work From Home

AO Globe Life - Artemiy SavinMB, CA
Remote
Quick Apply
Job Title : Life Insurance Sales Agent Company : AO Globe Life Job Overview Are you looking for an opportunity that offers unlimited earning potential and the flexibility to create your own schedule?...Show moreLast updated: 1 day ago
  • Promoted
SUN LIFE Financial Advisor

SUN LIFE Financial Advisor

Financière Sun Lifeportage la prairie, mb, Canada
Full-time
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self. Financial advisors love to build long-term relationships...Show moreLast updated: 1 day ago
  • Promoted
Financial ManagerAccountant

Financial ManagerAccountant

destinationone ConsultingPortage la Prairie, Manitoba, Canada
Full-time
CleanTech Education and EdTech Government (Municipal State / Provincial and Federal) Health and MedTech Healthcare and Wellness Legal NotForProfit and Public Accounting. We are committed to building a...Show moreLast updated: 30+ days ago
Remote Benefits Advisor Manitoba

Remote Benefits Advisor Manitoba

HTT RecruitingManitoba, Canada
CA$69,000.00 yearly
Remote
Full-time
Quick Apply
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Show moreLast updated: 18 days ago
UNIVERSITY COLLEGE ENROLLMENT ADVISOR

UNIVERSITY COLLEGE ENROLLMENT ADVISOR

Providence University College and Theological SeminaryManitoba, CA
CA$28.72–CA$44.38 hourly
Position DescriptionFor nearly a century Providence has been a Christian academic community in the evangelical tradition that teaches people to grow in knowledge and character for leadership and se...Show moreLast updated: 30+ days ago
Designated Professional (CPA), Assurance and Accounting

Designated Professional (CPA), Assurance and Accounting

MNPPortage la Prairie, MB, Canadá
CA$77,600.00–CA$110,000.00 yearly
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac...Show moreLast updated: 30+ days ago
Crisis Management Broker

Crisis Management Broker

AonVirtual, Manitoba, Canada
CA$100,000.00 yearly
Are you curious by nature? Interested in news and what is going on around the globe? Make a difference for a customer drives you? Do you like being part of THE team in the market? If so, this oppor...Show moreLast updated: 30+ days ago
Sales Representative

Sales Representative

goeasy Ltd.Portage La Prairie, Manitoba, CA
CA$75,000.00 yearly
If you are looking to join one of Canada’s fastest growing companies, goeasy Ltd.Recognized as one ofNorth America’s Most Engaged Workplaces, we want the best to join our team.Canada’s leading non-...Show moreLast updated: 30+ days ago
Insurance Representative

Insurance Representative

Serenia Life FinancialPortage La Prairie, Manitoba, Canada
Imagine working for a company that is both .At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century.Our philosophy is to ...Show moreLast updated: 16 days ago
Controller

Controller

N. Harris Computer Corporation - CADManitoba,Remote
CA$85,000.00–CA$100,000.00 yearly
Remote
Full-time +1
This is your chance to join a fast-paced organization with a large, stable, and continuously growing presence in the vertical market software industry!. Harris is currently looking to hire a Control...Show moreLast updated: 30+ days ago
  • New!
Client Service Representative

Client Service Representative

AO Globe Life - DiegoHanover, MB, CA
Full-time
Quick Apply
Join the AO Team and Unlock Your Potential! Are you driven, ambitious, and ready to seize new opportunities? AO is growing rapidly, and we’re looking for enthusiastic individuals to join our ...Show moreLast updated: 11 hours ago
Auto Insurance Advisor

Auto Insurance Advisor

10102 HUB Intl Canada West ULC (Prairies)Portage la Prairie, MB
CA$40,000.00–CA$48,000.00 yearly
Full-time +1
Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities.To do it, we believe in supporting each other, because great work happens when peopl...Show moreLast updated: 30+ days ago
Coordinator Accounting

Coordinator Accounting

IG Wealth ManagementManitoba, Canada
CA$29.50 hourly
Full-time
Prepare corporate bank reconciliations and other general ledger account reconciliations.Perform cashed cheque review, cancel cheques and EFTs, and confirm direct deposits.Perform vendor cheque and ...Show moreLast updated: 30+ days ago
Senior Regional Sales Consultant- Individual Life Wholesaler

Senior Regional Sales Consultant- Individual Life Wholesaler

Co-operatorsMB, CA
CA$78,000.00–CA$130,000.00 yearly
Full-time
Department : Group Markets Distribution.Employment Type : Regular Full-Time.Language : Bilingualism in English and French is an asset. We are a leading Canadian financial services co-operative committe...Show moreLast updated: 30+ days ago
Bilingual Client Services Specialist (French / English)

Bilingual Client Services Specialist (French / English)

Questrade Financial GroupManitoba, Canada
CA$2,500.00 monthly
Full-time
Bilingual Client Services Specialist (French / English).Alberta, Canada • Charlottetown, PE, Canada • Cochrane, ON, Canada • Fredericton, NB, Canada • Greater Sudbury, ON, Canada • Iroquois Falls, ON...Show moreLast updated: 30+ days ago
Senior Financial Functional Consultant - Advisory Workday Success Plans

Senior Financial Functional Consultant - Advisory Workday Success Plans

Canada Workday ULCMB, Canada
CA$150,000.00 yearly
Remote
Full-time
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. The ideal candidate helps people to u...Show moreLast updated: 30+ days ago
Client Advisor

Client Advisor

0000050007 Royal Bank of CanadaLOUISE, Manitoba, Canada
30+ days ago
Salary
CA$17.00 hourly
Job type
  • Part-time
Job description

Job Description

What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager / Banking Advisor. What will you do?

  • Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
  • Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
  • Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to work as one RBC team
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed? Must-have

  • Goal-oriented individual with a demonstrated passion for putting clients first.
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Personal flexibility to work flex hours
  • Eagerness to learn and determination to succeed
  • Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
  • Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial, service or retail industry
  • Mutual Funds accreditation
  • Is this job right for you? Check out our video and decide for yourself! 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
  • A world-class training program in financial services
  • Excellent career development and access to a variety of job opportunities across business and geographies
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Job Skills Additional Job Details

    Address :

    213 BROADWAY ST : LOUISE

    City : LOUISE

    Country : Canada

    Work hours / week : Employment Type :

    Part time

    Platform :

    Personal and Commercial Banking

    Job Type :

    Regular – Trainee (Trainee)

    Pay Type : Salaried

    Posted Date : 2024-05-28

    Application Deadline :

    2024-06-11

    I nclusion 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.

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