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Mortgage advisor Jobs in Burlington, ON

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Mortgage advisor • burlington on

Last updated: 7 hours ago
Financial Advisor

Financial Advisor

Royal Bank of CanadaBurlington, Ontario, 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 cli...Show moreLast updated: 4 days ago
Mortgage Advisor

Mortgage Advisor

BMOHamilton, Ontario, Canada
Part-time
Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® ...Show moreLast updated: 30+ days ago
  • Promoted
Mortgage Specialist - Halton Region

Mortgage Specialist - Halton Region

ScotiabankHamilton, ON, Canada
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join us as we build a high-performing, purposed driven, winning sales team, anchored by an incl...Show moreLast updated: 11 days ago
  • Promoted
Banking advisor

Banking advisor

Banque Nationale du CanadaBurlington, Halton Region, Canada
Full-time
Advisory services, Personal banking.A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the...Show moreLast updated: 30+ days ago
  • Promoted
Banking Advisor

Banking Advisor

RBCHamilton, ON, Canada
Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Show moreLast updated: 17 days ago
Benefits Advisor

Benefits Advisor

CB CanadaHamilton, Ontario, Canada
Permanent
We are a publicly traded company and have been in business for over 70 years.With record growth comes an increased demand for our services and products. While other companies are laying off and down...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Mortgage Specialist

Mortgage Specialist

BMO FinancialBurlington, Ontario (ON), Canada
Part-time
Retail Banking Sales & Service.Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning poss...Show moreLast updated: 7 hours ago
Mortgage Consultant - NC

Mortgage Consultant - NC

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
  • Promoted
Mortgage Administrator

Mortgage Administrator

Altis RecruitmentHamilton, ON, Canada
Full-time
We are currently assisting our private lending client in the search for a highly organized and detail-oriented Mortgage Administrator to join their fast-paced team. In this critical role, you will b...Show moreLast updated: 2 days ago
  • Promoted
Mobile Mortgage Specialist

Mobile Mortgage Specialist

TDHamilton, ON, Canada
Full-time
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.This role is eligible for commission based earnings. TD is committed to providing fair and equitable co...Show moreLast updated: 2 days ago
  • Promoted
Banking advisor

Banking advisor

National BankBurlington, ON, Canada
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleague...Show moreLast updated: 30+ days ago
Mobile Mortgage Advisor (Burlington, Oakville, Milton, ON)

Mobile Mortgage Advisor (Burlington, Oakville, Milton, ON)

CIBCBurlington, ON
Full-time
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Mortgage Underwriter

Senior Mortgage Underwriter

Trevor Frances RecruitmentHamilton, ON, Canada
Full-time +1
Trevor Frances Recruitment is seeking a dynamic individual to join an award winning Canadian residential mortgage lender obsessed with customer satisfaction. They are focused on providing brokers wi...Show moreLast updated: 5 days ago
  • Promoted
Sales Advisor

Sales Advisor

The Construction Index LtdHamilton, ON, Canada
Full-time
At Bellway we recognise that people are the key to our success, and we are committed to building an inclusive culture that values and respects difference combined with creating a safe and inclusive...Show moreLast updated: 21 days ago
  • Promoted
Gender Advisor

Gender Advisor

Cuso InternationalHamilton, ON
Permanent
This Volunteer Placement is Located in : .Spanish Level 4-Advanced and English Level 3-Intermediate.Please submit a Spanish Resume and Statement of Interest. Eligibility : Open to Canadian Citizens and...Show moreLast updated: 13 days ago
  • Promoted
Mortgage Advisor

Mortgage Advisor

BMO Financial GroupHamilton, ON, Canada
Part-time
Retail Banking Sales & Service.Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning poss...Show moreLast updated: 30+ days ago
  • Promoted
Mortgage Specialist

Mortgage Specialist

Bank of MontrealBurlington, Halton Region, Canada
Part-time
Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortg...Show moreLast updated: 12 days ago
Mobile Mortgage Specialist

Mobile Mortgage Specialist

The Toronto-Dominion BankBurlington, Ontario, Canada
Full-time
Personal & Commercial Banking.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of th...Show moreLast updated: 4 days ago
People also ask
Financial Advisor

Financial Advisor

Royal Bank of CanadaBurlington, Ontario, Canada
4 days ago
Job type
  • Full-time
Job description

Job Summary

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
  • Active in developing a solid network in the local community
  • Whats 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 Canadas leading financial services brand in your community
  • Job Skills

    Client Centricity Communication Critical Thinking Curiosity

    Additional Job Details

    Address :

    3535 NEW ST : BURLINGTON

    City : BURLINGTON

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform :

    PERSONAL & COMMERCIAL BANKING

    Job Type : Regular

    Pay Type : Salaried

    Posted Date :

    Application Deadline :

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

    I nclusion 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.

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    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 .

    Required Experience :

    Unclear Seniority

    Key Skills

    Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

    Experience : years

    Vacancy : 1