Talent.com

Financial analyst Jobs in Kawartha Lakes, ON

Create a job alert for this search

Financial analyst • kawartha lakes on

Last updated: 22 hours ago
  • New!
Financial Advisor

Financial Advisor

RBCKawartha Lakes, ON, CA
Full-time
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 RBC Financial Advisor, you attract, nurture,...Show moreLast updated: 22 hours ago
Financial Advisor

Financial Advisor

Royal Bank of Canada>KAWARTHA LAKES, Canada
Full-time
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...Show moreLast updated: 20 days ago
Senior IT Systems Analyst

Senior IT Systems Analyst

White ForceOntario
Full-time
Show moreLast updated: 30+ days ago
JPC -1454 - Service Desk Analyst

JPC -1454 - Service Desk Analyst

ITS GlobalOntario
Temporary
Our client is seeking a Service Desk Analyst to respond to and diagnose problems through discussions with their end users. This includes problem recognition, research, isolation, and resolution step...Show moreLast updated: 30+ days ago
Mortgage Consultant - SC

Mortgage Consultant - SC

Capital City Home LoansAny location
Full-time
The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals. The Mortgage Consultant represents the com...Show moreLast updated: 30+ days ago
Financial Advisor - Lindsay

Financial Advisor - Lindsay

ScotiabankKawartha Lakes, ON, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their futures – where they can be themselves, and win tog...Show moreLast updated: 2 days ago
Remote Customer Service Associate - $21.50 / hour

Remote Customer Service Associate - $21.50 / hour

Tim's FinancialLindsay, Ontario
Remote
Full-time
Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show moreLast updated: 30+ days ago
Clinical Laboratory Scientist CLS Informatics Analyst

Clinical Laboratory Scientist CLS Informatics Analyst

Clinical Management ConsultantsLindsay, CA
Full-time
Fuel Hospital Laboratory Innovation.The Clinical Laboratory Scientist CLS Informatics Analyst will drive smarter diagnostics and real-time insights at a dynamic acute care hospital in Central Valle...Show moreLast updated: 29 days ago
  • New!
Branch Manager — Growth & Service Leader

Branch Manager — Growth & Service Leader

goeasy Ltd.Lindsay, ON, CA
Full-time
A leading financial services company in Ontario is seeking a Branch Manager for easyfinancial to drive team performance and enhance customer engagement. This role includes overseeing daily operation...Show moreLast updated: 22 hours ago
Application Support Analyst

Application Support Analyst

Juventus ConsultingOntario
Full-time
We are looking for an Application Developer both Java and.The split would be 75% Java work and 25%.This is 1 year contract, work could be out of Toronto or Waterloo. The required candidate will be a...Show moreLast updated: 30+ days ago
Accountant, Assurance and Accounting

Accountant, Assurance and Accounting

MNPLindsay, ON, Canadá
Full-time
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
Loans Analyst

Loans Analyst

Farm Credit CanadaVarious FCC office s in Ontario may be considered
Full-time +1
Salary Range (plus eligible to receive a performance based incentive, applicable to position) : .Agricultural lending experience required : . Make things happen for your sales team by preparing credit ...Show moreLast updated: 30+ days ago
Workers' Comp Claims Analyst - Level 1

Workers' Comp Claims Analyst - Level 1

SedgwickKawartha Lakes, ON, CA
Full-time
A leading claims management firm is seeking a Workers Compensation Consultant to analyze workers compensation claims and support representatives in managing claims processes.The ideal candidate wil...Show moreLast updated: 23 days ago
Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Financial HorizonsFlexible Work Arrangement Across Ontario, Canada
Full-time
Un message en français suivra •.Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer servi...Show moreLast updated: 30+ days ago
Remote Customer Success Manager – Tadaweb

Remote Customer Success Manager – Tadaweb

JobspaddyOntario
Remote
Full-time
Tadaweb is a scale-up technology company providing an open-source information platform that magnifies the impact of investigative, analytical and operations teams. Over the past 11 years, Tadaweb ha...Show moreLast updated: 30+ days ago
Intermediate Programmer Analyst

Intermediate Programmer Analyst

Medavie Blue CrossON, CA
Full-time +1
What makes us a different kind of employer?.As a national health solutions partner, Medavie is committed to improving the wellbeing of Canadians — and in our digital-first culture, technology is ke...Show moreLast updated: 30+ days ago
IT Program Lead for Digital Transformation

IT Program Lead for Digital Transformation

Kawartha LakesLindsay, ON, CA
Full-time
A municipal government is seeking a Program Analyst / Coordinator to lead major IT initiatives and drive digital transformation in Ontario. This role requires over seven years of relevant experience, ...Show moreLast updated: 1 day ago
Senior General Accountant - Lead & Optimize Financials

Senior General Accountant - Lead & Optimize Financials

Kawartha Dairy LtdBobcaygeon, ON, CA
Full-time
A leading dairy product company located in Ontario is seeking a Sr.General Accountant to ensure timely and accurate financial processing. This role requires a university degree in accounting and a C...Show moreLast updated: 12 days ago
Autobody Collision Center Leader — Drive Quality & Team

Autobody Collision Center Leader — Drive Quality & Team

CSN CollisionKawartha Lakes, ON, CA
Full-time
A leading collision repair company in Kawartha Lakes seeks a skilled Autobody Shop Manager to oversee all repair processes. The role demands strong leadership and technical expertise in autobody rep...Show moreLast updated: 30+ days ago
People also ask
Financial Advisor

Financial Advisor

RBCKawartha Lakes, ON, CA
22 hours ago
Job type
  • Full-time
Job description

Job Description

As an RBC Financial Advisor , you attract, nurture, and grow relationships with our high‑value personal and small business clients, 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.

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients, 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, 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

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
  • 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 : 189 KENT ST W : KAWARTHA LAKES

    City : Kawartha Lakes

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : PERSONAL & COMMERCIAL BANKING

    Job Type : Regular – Trainee (Trainee)

    Pay Type : Salaried

    Posted Date : 2025‑12‑23

    Application Deadline : 2026‑01‑06

    Inclusion and Equal Opportunity Employment

    At 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.

    Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above.

    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.

    #J-18808-Ljbffr