Tag: advice

Royal Bank of Canada – Bilingual (French & English) Insurance Advisor Home &Auto – Advice Centre – Ottawa, ON

Company: Royal Bank of Canada

Location: Ottawa, ON

Expected salary:

Job date: Sat, 23 Aug 2025 00:39:26 GMT

Job description: connectivity, etc.) Details to be discussed with Hiring Manager. #Remote #LI-ML1 Job Skills Auto Insurance, Competitive… Additional Job Details Address: 2212 BANK ST:OTTAWA City: Ottawa Country: Canada Work hours/week: 37.5 Employment…

Royal Bank of Canada – Bilingual (French & English) Insurance Advisor Home &Auto – Advice Centre – Ottawa, ON

Company: Royal Bank of Canada

Location: Ottawa, ON

Expected salary:

Job date: Fri, 22 Aug 2025 22:38:47 GMT

Job description: Job DescriptionWhat is the opportunity?A hybrid role at RBC Insurance Advice Centre gives you the best of both worlds – the flexibility you need for your life and the fulfillment you seek in your work.We will provide you with the tools, training and support you need to successfully complete the Other than Life (OTL) Ontario insurance license and other provinces.As an RBC Bilingual (French and English) Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s important to them. You’re empathetic, helpful friendly and provide clear, upfront insurance advice for clients. With every conversation, you’re curious, caring and detail-oriented, with a focus on problem and delivering an exceptional client experience. You will contribute to individual and team sales goals by proactively recommending personal home and auto insurance solutions to new and existing clients, as well as referring them to your partners within the organization.What will you do?

Provide insurance advice and solutions to clients based on their needs through inbound calls
Exhibit a consistent, positive client experience with every conversation and resolve client concerns at first point of contact, demonstrating relationship building through meaningful discussions
Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
Demonstrate a solid understanding of regulatory risk when underwriting and updating home & auto insurance policies
Use procedures effectively and seamlessly during conversations with clients
Cultivate and maintain relationships with partners to work as one RBC team

What do you need to succeed?Must-have

Fluent in both French in English
Willingness and ability to successfully obtain the General Insurance License for Ontario (Other Than Life) and the General Insurance License for all provinces
Exceptional customer service skills with the ability to build strong relationships and connect with clients
Flexibility to work all shifts within the hours of operation. The Home & Auto Advice Centre is open Monday – Friday 8:00am – 8:30pm and Saturday 8:00am – 4:30pm
Digital literacy across a broad range of services (i.e. smartphones, tablets, laptops etc.)

Nice-to-have

Possession of the Other Than Life (OTL) license at time of application
Post-secondary education
Knowledge of insurance products
Customer service and/or sales experience in a contact centre environment.

What’s in it for you?Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life.

Working with an award-winning team
A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options
Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives, background and experience and want you to bring your whole self to work, every day.
Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things. Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career.
Flexible work arrangements and leaders who support your needs—both personal and professional.
An opportunity to have real impact on the lives of our clients and the communities you serve.

RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager.#Remote#LI-ML1Job Skills Auto Insurance, Competitive Markets, Cross-Selling, Customer Needs, Customer Service, Group Problem Solving, Insurance Product Development, SalesAdditional Job DetailsAddress: 2212 BANK ST:OTTAWACity: OttawaCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: INSURANCEJob Type: RegularPay Type: SalariedPosted Date: 2025-08-21Application Deadline: 2025-09-22Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .

advice ADVISOR Auto Bank Bilingual canada Centre English French home Insurance Ottawa remote jobs canada Royal

Director, Digital Hybrid Advice – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $128000 – 160000 per year

Job date: Tue, 05 Aug 2025 22:23:33 GMT

Job description: Job Description:Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at .The Opportunity:We’re looking for a Director, Digital Hybrid Advice reporting to the Vice-President Product, Direct Investing in Aviso’s Direct Investing business.Reporting to the VP Product, Direct Investing the Director, Digital Hybrid Advice is responsible for leading the design, building and running a new Digital Hybrid Advice offering at Aviso. This leading client offering will support the needs of clients as they grow along their investment journey. Working across multiple lines of business and integrating with a robust new platform, this role will provide a solution for Direct to Consumer, Credit Union and National Partner clients and members.Who you are:

Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:Directly Responsible To:

Re-imagine how Robo advice can transform to a Hybrid Advice solution to address the evolving needs of investors including managing the Qtrade Guided Portfolio offering
Design a product targeted to investors who do not have sufficient assets or are price sensitive to traditional investment solutions but want access to financial advice
Collaborate with key project sponsors from business and functions at Aviso, including Digital, Operations, Marketing, Legal, Compliance and industry players to conceptualize and design a hybrid advice solution to meet the needs of investors with a desire to serve digitally and/ or who are just starting their investing journey
Define and develop what forms of advice would be permitted and used (i.e. use of AI technology vs. human advisor interface)
Develop client engagement and nurturing program to build client competence and confidence once they are onboarded to the digital/hybrid solution
Develop easy onramps to facilitate or migrate Digital/Hybrid investors to either Direct Investing or full-service brokerage

In partnership with a team of experts across Aviso:

In collaboration with business partners, propose the underlying product investment offering and associated pricing for this new offering
Develop the business case in conjunction with key stakeholders from marketing, finance, and other areas to seek funding approval
End-to-end oversight and leadership as we build the Digital Hybrid Advice solution
Engaging and strong collaboration with a cross-functional team to support initiative planning, solution design, development, training, Go to Market plans and launch
Tracking, measuring and reporting on business case success metrics
End to end accountability for the digital/hybrid solution
Blend deep consumer and market insights with technology to define and bring a new digital/hybrid solution to market
Works closely with Finance and other sponsors to determine optimal pricing strategy for a digital/hybrid solution
Collaborate with the research and analytics teams to understand competitive products and industry trends with the purpose to uncover future opportunities for growth and efficiencies
Works closely with key sponsors and subject matter experts to define requirements
Expertly leads team in conducting thorough and compelling business cases
Collaborates with key stakeholders to create an exceptional and consistent customer experience
Ensures new digital/hybrid solution aligns with the regulatory environment
Work closely with Service and Operations to ensure that the Digital/Hybrid solution can be seamlessly integrated into Aviso’s operations

Requirements:Your experience and skills:

Bachelor’s degree required, MBA strongly preferred
10 years of direct experience leading product development initiatives in the online investment business
Effective communication skills: ability to influence without authority and to partner across the organization
Experience with digital wealth products, including self-directed trading and/or digital advice, considered a strong asset
Strong leadership skills and effective mentoring skills to help motivate the team and offer challenges
Excellent analytical skills: including business case development, ROI, competitive landscape analysis, and go-to-market strategy
Experienced working with retail investors and distribution partners
Demonstrated ability to understand competitive dynamics, identify business opportunities and develop market strategies, along with direct experience developing and refining product roadmaps with a proven track record of successful implementation
Experience working in a hybrid or agile environment with technology teams
Critical thinking skills are a must to uncover opportunities and go beyond the surface of issues
Exceptional Program Management and leadership abilities
Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits:Why Aviso?At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

Your InformationBy submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.Further information is available on the Privacy link on our Career Page –Equal Employment OpportunityAviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.We thank all applicants for their interest, however, only those selected for further consideration will be contacted.No recruiters or agencies, please.Company Overview:Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.SalaryThis position is posted with an expected salary range of $128,000 – $160,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Job Summary: Director, Digital Hybrid Advice at Aviso

Company Overview:
Aviso is a leading wealth management organization focused on enhancing the financial well-being of Canadians. With over 1,000 employees and approximately $145 billion in assets, Aviso emphasizes leadership, innovation, and community.

Role Overview:
The Director of Digital Hybrid Advice, reporting to the VP of Product in Direct Investing, will spearhead the development of a new Digital Hybrid Advice offering aimed at meeting the evolving needs of investors. This role involves collaborating across multiple divisions and integrating with a new platform to serve various client segments, including Direct to Consumer and partner clients.

Key Responsibilities:

Redesign Robo advice into a Hybrid Advice solution.
Develop products for clients with limited assets seeking financial advice.
Partner with various teams (Digital, Operations, Marketing, etc.) to conceptualize and implement the solution.
Define the types of permissible advice (e.g., AI vs. human).
Establish a client engagement program to enhance onboarding experiences.
Oversee all aspects of the Digital Hybrid Advice initiative, from inception to launch, ensuring regulatory compliance.
Collaborate with finance and marketing on pricing strategies and business case development.

Candidate Profile:

Bachelor’s degree required; MBA preferred.
10+ years in product development within the online investment sector.
Strong communication and leadership skills, with a focus on client-centric solutions.
Experience with digital wealth products and a solid understanding of market dynamics.
Proven track record in business case development and program management.

Benefits:
Aviso offers competitive compensation, comprehensive health benefits, generous vacation time, retirement matching, and professional development opportunities, fostering a dynamic and inclusive culture.

Salary:
Expected annual salary range is between CAD $128,000 – $160,000, dependent on individual qualifications.

Commitment to Diversity:
Aviso encourages applications from all qualified individuals, including those with disabilities, and is dedicated to accommodating needs throughout the hiring process.

advice Aviso Digital digital marketing Director Hybrid toronto Wealth

Director, Digital Hybrid Advice – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $128000 – 160000 per year

Job date: Tue, 05 Aug 2025 22:42:02 GMT

Job description: Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at .The Opportunity:We’re looking for a Director, Digital Hybrid Advice reporting to the Vice-President Product, Direct Investing in Aviso’s Direct Investing business.Reporting to the VP Product, Direct Investing the Director, Digital Hybrid Advice is responsible for leading the design, building and running a new Digital Hybrid Advice offering at Aviso. This leading client offering will support the needs of clients as they grow along their investment journey. Working across multiple lines of business and integrating with a robust new platform, this role will provide a solution for Direct to Consumer, Credit Union and National Partner clients and members.Who you are:

Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:Directly Responsible To:

Re-imagine how Robo advice can transform to a Hybrid Advice solution to address the evolving needs of investors including managing the Qtrade Guided Portfolio offering
Design a product targeted to investors who do not have sufficient assets or are price sensitive to traditional investment solutions but want access to financial advice
Collaborate with key project sponsors from business and functions at Aviso, including Digital, Operations, Marketing, Legal, Compliance and industry players to conceptualize and design a hybrid advice solution to meet the needs of investors with a desire to serve digitally and/ or who are just starting their investing journey
Define and develop what forms of advice would be permitted and used (i.e. use of AI technology vs. human advisor interface)
Develop client engagement and nurturing program to build client competence and confidence once they are onboarded to the digital/hybrid solution
Develop easy onramps to facilitate or migrate Digital/Hybrid investors to either Direct Investing or full-service brokerage

In partnership with a team of experts across Aviso:

In collaboration with business partners, propose the underlying product investment offering and associated pricing for this new offering
Develop the business case in conjunction with key stakeholders from marketing, finance, and other areas to seek funding approval
End-to-end oversight and leadership as we build the Digital Hybrid Advice solution
Engaging and strong collaboration with a cross-functional team to support initiative planning, solution design, development, training, Go to Market plans and launch
Tracking, measuring and reporting on business case success metrics
End to end accountability for the digital/hybrid solution
Blend deep consumer and market insights with technology to define and bring a new digital/hybrid solution to market
Works closely with Finance and other sponsors to determine optimal pricing strategy for a digital/hybrid solution
Collaborate with the research and analytics teams to understand competitive products and industry trends with the purpose to uncover future opportunities for growth and efficiencies
Works closely with key sponsors and subject matter experts to define requirements
Expertly leads team in conducting thorough and compelling business cases
Collaborates with key stakeholders to create an exceptional and consistent customer experience
Ensures new digital/hybrid solution aligns with the regulatory environment
Work closely with Service and Operations to ensure that the Digital/Hybrid solution can be seamlessly integrated into Aviso’s operations

RequirementsYour experience and skills:

Bachelor’s degree required, MBA strongly preferred
10 years of direct experience leading product development initiatives in the online investment business
Effective communication skills: ability to influence without authority and to partner across the organization
Experience with digital wealth products, including self-directed trading and/or digital advice, considered a strong asset
Strong leadership skills and effective mentoring skills to help motivate the team and offer challenges
Excellent analytical skills: including business case development, ROI, competitive landscape analysis, and go-to-market strategy
Experienced working with retail investors and distribution partners
Demonstrated ability to understand competitive dynamics, identify business opportunities and develop market strategies, along with direct experience developing and refining product roadmaps with a proven track record of successful implementation
Experience working in a hybrid or agile environment with technology teams
Critical thinking skills are a must to uncover opportunities and go beyond the surface of issues
Exceptional Program Management and leadership abilities
Fluent communication skills in English are required and bilingual skills in French are an asset

BenefitsWhy Aviso?At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

Summary of Aviso’s Director, Digital Hybrid Advice Position

Company Overview:
Aviso is a prominent Canadian wealth management firm focused on enhancing financial well-being. The organization promotes values like leadership, innovation, and community. It operates a robust wealth services ecosystem and partners with various financial institutions, managing around $145 billion in assets.

Job Opportunity:
Aviso seeks a Director, Digital Hybrid Advice, reporting to the VP Product of Direct Investing. This role involves leading the development and management of a new Digital Hybrid Advice offering to support clients’ investment journeys.

Key Responsibilities:

Redesign Robo-advice into a hybrid model.
Create products for investors with limited assets or those seeking affordable advice.
Collaborate across departments (Digital, Operations, Marketing, etc.) to design the solution.
Define forms of advice utilized (AI vs. human interaction).
Build client engagement programs to nurture investor confidence.
Develop easy migration pathways for digital investors.
Propose investment offerings and pricing in collaboration with stakeholders.
Oversee the project’s execution, measuring success metrics and ensuring regulatory compliance.

Candidate Profile:

Bachelor’s degree required; MBA preferred.
10+ years in online investment product development.
Strong leadership and communication skills, with a focus on collaboration.
Experience with digital wealth products is an asset.
Proficient analytical skills for product development strategies.
Must have critical thinking and program management abilities.
Bilingual skills (English and French) are beneficial.

Benefits:
Aviso offers competitive compensation, health benefits, generous vacation time, retirement contributions, and ongoing professional development opportunities within an inclusive work culture.

Compensation:
The salary range for this position is CAD $128,000 – $160,000, with compensation packages tailored to individual candidates.

Commitment to Diversity:
Aviso promotes equal opportunity and encourages applicants from diverse backgrounds, including those with disabilities.

Application Process:
Candidates are advised that their personal information will be handled according to Canadian privacy laws. Only shortlisted applicants will be contacted.

advice Aviso Digital digital marketing Director Hybrid toronto Wealth

Director Emerging Advice & Investing Capabilities – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Sat, 05 Jul 2025 03:23:49 GMT

Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat you’ll be doingReporting to the Senior Director, Advice & Investing Capabilities , the Director is accountable for developing, executing, & implement new strategies to drive client growth & new Money-In opportunities Developing new capabilities across the advice & investing ecosystem, aligned with the bank strategy. They will also be accountable for defining new capabilities & tools that are critical to the success of the business, including capabilities used by frontline advisors and client-facing digital platforms.At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 2-3 days per week on-site, while other days will be remote.How you’ll succeedThought leadership – Support the Senior Director in providing regular direction, guidance and motivation to the broader team, all while striving for peak performance. Build ongoing partnerships with key partners across the business, technology delivery & architecture, and operations.Strategy – Proactively identify innovative and scalable growth in advice and investing space, relevant to new and existing clients by assessing global competition, analyzing internal data and client needs. Partnering with vendors where applicable and client journey mapping, and turning those insights into actionable evolution strategy for current capabilities Own the development of a multi-year strategic roadmap, leading cross-functional ideation and strategy sessions. Maintain a strong understanding of the strengths and opportunities facing the business; utilize advanced business knowledge to ensure initiatives remain aligned to strategies and objectives.Execution- Lead business case sizing opportunities that enable securing funds and buy-in from executive leadership, and develop appropriate KPIs and targets. Gather direct client and frontline feedback by engaging with key stakeholders and frontline team members at all levels.Reporting & governance- Manage and monitor progress against KPIs set for the segment and for each program in-flight. Continuously monitor post-project implementation to ensure scale is achievedResearch and data analysis – Oversee internal and external research and data analysis to identify and evaluate potential opportunities, stay abreast of key trends, industry developments, client needs and regulatory changes. Provide leadership on required data analysis and quantitative assessments of opportunities. Interpret data and research to drive strategy development.Cross-functional collaboration & relationship building – Proactively partner with stakeholders from across CIBC to identify opportunities and lead client growth and experience focused strategic initiatives. Collaborate with peers within the Client Segments and Product team (Key partners include Product, Marketing, Digital, Frontline Tools, and Regions (Frontline)Execution/implementation – Oversee the implementation of strategic initiatives – orchestrating work packages across various partners.Who you areYou can demonstrate experience of 8-10 years in business strategy, product or a business role. It’s an asset if you have thorough knowledge of financial services sufficient to analyze and interpret complex information and concepts, apply/present these in innovative ways at all levels of the organization and ability/experience to effectively navigate a complex matrix organization.You are a bold and authentic leader. You’re passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.You have powerful delivery skills. Demonstrated experience in leading large, complex initiatives and/or productsYou act like an owner. You thrive when you’re empowered to take initiative, go above and beyond, and deliver results.You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.You look beyond the moment. You know what you do will make a difference today and tomorrow. You look for new opportunities to define what’s possible.You have a degree/diploma in Business Administration, preferred to have a Masters degreeValues matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.#LI-TAWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location 81 Bay Street, 1st FloorEmployment Type RegularWeekly Hours 37.5Skills Business Effectiveness, Business Processes, Communication, Critical Thinking, Customer Experience (CX), Leadership, Long Term Planning, Project Management, Strategic Objectives

CIBC is fostering a relationship-oriented banking model for the modern era and is seeking dedicated professionals to enhance client outcomes. The Director role under the Senior Director of Advice & Investing Capabilities focuses on driving client growth and developing new strategies aligned with the bank’s objectives. Responsibilities include:

Thought Leadership: Contributing ideas and direction to enhance team performance and collaborating with various departments.
Strategic Development: Identifying opportunities for growth, creating a multi-year strategic roadmap, and utilizing data and analytics to inform strategy.
Execution and Implementation: Leading initiatives, securing executive support, and monitoring KPIs for ongoing projects.
Cross-Functional Collaboration: Partnering with stakeholders to improve client experiences and drive growth.

Candidates should have 8-10 years in business strategy or a related field, strong leadership skills, a proactive approach, and a degree in Business Administration (Master’s preferred). CIBC emphasizes the importance of personal growth, inclusivity, and an empowering work environment, providing competitive benefits and fostering a culture of ambition and trust. The role requires a combination of strategic thinking, leadership, and a commitment to client satisfaction.

advice capabilities CIBC digital marketing Director emerging Investing toronto

Royal Bank of Canada – Home Advisor, RBC Advice Centre – Mississauga, ON

Company: Royal Bank of Canada

Location: Mississauga, ON

Expected salary:

Job date: Sat, 28 Jun 2025 00:19:55 GMT

Job description: Job SummaryJob Description** Please note: This is a nation-wide opportunity. Candidates are welcome to apply from any region **What is the opportunity?
As an RBC Home Advisor, you will participate in the evolution of a new role in Canadian Banking. You will nurture and grow relationships with potential home buyers as you provide tailored guidance and support throughout their home buying journey. As an RBC ambassador, your primary directive is to add value by acting as the client’s primary contact and gateway to RBC colleagues and partners whom, with your lead, will help bring clients closer to realizing their home-ownership goals. Leverage your credit knowledge and relationship building expertise to create meaningful experiences that drive a high degree of client satisfaction and loyalty.What will you do?

Provide professional credit advice to assist while navigating the multiple stages of the home buying journey, which begins with contacting leads generated through online home journey tools such as True Home Affordability
Provide professional advice and education with an ability to address clients home equity financing needs including personal lending, credit card and everyday banking solutions
Establish a regular contact strategy and diligently update systems that enable the relationship
Deepen client relationships by guiding the client through the stages of the home buying journey: awareness, research, validation of home equity financing options and making a decision to proceed with a mortgage application
Use new and innovative tools such as video-enabled capabilities, screen share and advisor/client dashboards to enhance the client experience and relationship
Fuel broader growth through opportunity spotting and warm introductions to RBC partners
Keep up to date on relevant RBC policies and procedures and ensure that due diligence is exercised accordingly

Please note: This position requires flexibility to work a variety of shifts during the hours of operation Monday to Friday from 9 AM – 8 PM, Saturday 10 AM – 6 PM (local time)What do you need to succeed?
Must have

2-3 years proven experience in the financial services industry, ability to provide complex credit advice including mortgage fulfillment
A change and agile mindset, consistently delivering an exceptional client experience
Strong interpersonal skills that build trust, drive loyalty and proactively seek to nurture and develop client relationships
Excellent communication skills, time management, and prioritization and organizational skill
Digital literacy across a broad range of devices (i.e. smartphones, tablets, laptops, etc.)
Flexibility to provide advice and service during evenings and weekends
Ability to work independently as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills
Must be able to meet with the technological and confidentiality requirements of the role (i.e. private and quiet space, Internet connectivity, etc.)

Nice to have

Previous relationships management experience within the financial or service industry
Desire to build exceptional client experiences across multiple channels (i.e. phone, chat, email, etc.)

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
A world-class training program in financial services

#ACDIPOSTINGSJob SkillsAdditional Job DetailsAddress: MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGACity: MISSISSAUGACountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: SalariedPosted Date: 2025-06-26Application Deadline: 2025-08-02Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .

advice ADVISOR Bank canada Centre home Mississauga RBC remote jobs canada Royal

Director, Client Advice – CIBC – Toronto, ON

Company: CIBC

Location: Toronto, ON

Expected salary:

Job date: Sat, 28 Jun 2025 01:49:32 GMT

Job description: We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat you’ll be doingAs an integral member of CIBC’s Savings, Investing and Advice Team, reporting to the Senior Director, Client Advice and Engagement, the Director, Client Advice will be responsible for designing and delivering market leading client and brand experiences for clients holding Savings and Investing Plans and Products. The Director is accountable for the planning, development and execution of tailored, direct-to-client advice strategies and tactics for Savings and Investing clients though their advice journey life cycles to enable profitable long-term client relationships. The Director will use their strong analytical & creative skills to identify opportunities, build partnerships across the organization, and have a deep understanding of the savings and investing portfolios.At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-2 days per week on-site, while other days will be remote.How you’ll succeedStrategy and planning – Develop and execute a comprehensive strategy and roadmap to enhance client advice offerings, ensuring alignment with business objectives and client needs. Design and deliver direct-to-client communication and engagement strategies that provide both broad and tailored advice for clients to manage their savings and investments in different life stages and for different client segments. Contribute to long-term Advice and Engagement strategy and journey maps in collaboration with the Senior Director and other business leaders. Leverage data and insights to understand advice trends and client needs and identify specific areas of opportunities to create deep client relationships, build a trusted partnership, and enable long term profitability. Play a leading role in ideating and conceptualizing initiatives within CIBC’s advice ecosystem, securing partner buy in, and delivering compelling communications and tactics. Develop forward looking annual and multi-year plans and roadmaps to help meet business objectives. Conduct regular environment scans to keep abreast of internal and competitive advice offerings and help shape CIBC strategy.Stakeholder management – Build and maintain strong relationships with stakeholders, ensuring alignment on strategic priorities and fostering collaboration to achieve business objectives. Act as a lead effectively communicate insights, managing expectations, and driving consensus across cross-functional teams and senior leadership. Take a leadership role in creating materials for various Management Committee / Executive Steerco meetings, prepare materials for reporting on Advice and Engagement progress, lead presentations during various Executive updates and successfully manage expectations with Executives and Senior audiences.Cross functional collaboration – Build Partnerships and collaborate with key partners, product owners, advice experts, frontline, segments, and financial services agencies, to consult, leverage, and create new client centric savings and investing advice content for mass audiences based on client goals and needs. Engage with Digital, Marketing, Channels, Comms leads, Product Delivery, Analytics, Data, Technology, and Platform owners to assess and deliver new engagement features and programs for saving and investing clients (including maximizing new CRTeX/AJO capabilities.Leveraging analytics for strategy development: Utilize advanced analytics and data-driven insights to identify opportunities that enhance client advice offerings and drive business growth. Translate complex data into actionable strategies, enabling personalized client solutions and informed decision-making to strengthen relationships and achieve strategic objectives in Personal Deposits and Personal & Business Banking.Who you areYou have extensive 6 to 8 years of work experience in Product Management within Financial Services and Investing, leading strategy, strategic planning, and partnerships sufficient to identify, develop, and implement approved initiatives. You can demonstrate strong problem-solving and communication skills, and financial acumen.You give meaning to data. You enjoy investigating complex problems, and making sense of information. You’re confident in your ability to communicate detailed information in an impactful way.Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.You act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results.You embrace and champion change. You’ll continuously evolve your thinking and the way you work in order to deliver your best.Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.#LI-TAWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.Job Location Toronto-81 Bay, 25th FloorEmployment Type RegularWeekly Hours 37.5Skills Accountability, Business Cases, Business Strategy Development, Data Analytics, Investments, Portfolio Performance Measurement, Pricing Strategies, Product Management, Product Marketing, Project Management, Relationship Building, Roadmap Management, Segmentation Strategy

CIBC is seeking a Director of Client Advice for its Savings, Investing, and Advice Team to enhance client experiences and build long-term relationships. This role involves developing strategies tailored to clients’ savings and investment journeys, leveraging analytical insights, and fostering cross-functional collaboration.

Key responsibilities include strategic planning, stakeholder management, and engagement with various departments to create client-centric advice content. The ideal candidate should have 6-8 years of experience in financial services, strong communication skills, and a client-first mindset.

CIBC emphasizes a supportive work environment with a hybrid model, competitive benefits, and a focus on employee growth and inclusivity.

advice CIBC client digital marketing Director toronto

VP, Client Advice and Management – Mediabrands – Toronto, ON

Company: Mediabrands

Location: Toronto, ON

Expected salary:

Job date: Wed, 04 Jun 2025 05:47:34 GMT

Job description: Position SummaryThe Vice President (VP), Client Advice and Management is responsible for leading teams of media professionals to devise innovative, scalable, measureable media solutions that drive highly engaging consumer experiences. Digital marketing is a key vehicle and would be infused throughout the entire campaign solution. The Vice President (VP), Client Advice and Management is responsible for maintaining an efficient team that achieves strong profitability, and building strong working relationships with clients at all levels, and partners (i.e. creative agencies, ancillary businesses). Inspiring creative media solutions that are grounded in insight is a key requirement.Key ResponsibilitiesAssume overall responsibility for the team’s total media product from strategy to tactical recommendation· Look for and deliver new and innovative solutions to client business issues and challenges· Oversees development of plans consisting of building media strategies tied to brand marketing objectives and strategies, across channels· Provide thought leadership and help develop strategic direction for media planning and buying across traditional and digital mediums· Cultivate an ongoing understanding of client business, operations & marketing strategies and how these relate to media & communication strategies· Provide media solutions and thought leadership to executive level client leaders· Ensure that client relationships continue to be strengthened by high quality work and continual innovation· Collaborate with creative agencies, media planning, and activation partners to develop ideas aligned to client strategy· Partners with analytics and research teams to develop Point of Views (POVs) on research and measurement solutions for clients· Evangelizes the strategic planning process and FBDS positioning and ensures that media plans are informed by these values· Play a key role in the negotiation of client agreements including scope of work and corresponding efficient staff plans· Continually monitor and identify areas of both opportunity and risk with regards to achieving business objectives· Drive organic growth by proactively identifying opportunities to deepen our relationship with clients via Mediabrands’ Speciality Business Units (SBUs)· Inspire and lead the team in the development of creative and innovative and on-strategy media solutions grounded in insight· Seamlessly integrate all groups (investment, digital, strategy) and collectively drive against client and business objectives· Participate in new business activities as neededDesired Skills & ExperienceExecutive level of progressive experience in media planning within an agency environment, or a combination of media agency and client-side marketing/media experience· Senior level of experience managing and developing large staffs across multiple teams· Experience leading the media product for a matrixed, complex client with multiple LOB’s, varied Key Performance Indicators (KPIs), and related stakeholders· Demonstrated business and financial acumen, with strong business planning experience· Proven ability to cultivate strong professional relationships with clients, colleagues, and media partners· Excellent written and verbal communication and presentation skills· Ability to influence and negotiate win-win solutions· Exemplary leadership and people-management skills· Demonstrated critical thinking and problem solving abilities· Operates with a collaborative approach and a ‘can do’ mindset· Creative and adaptive thinker who enjoys learning, taking on unfamiliar challenges, and shaping new strategic approaches and frameworks· Proven ability to drive strategic solutions· Previous experience leading new business planning and presentationsInitiative unlocks business growth for the world’s most ambitious brands. We believe in the power of media to reshape our industry and orchestrate a brand’s entire consumer experience, by balancing both what unites people and what makes them different. When brands unite people in culture, they build Fame, and when brands connect individuals to their unique journeys, they build customer Flow. Initiative builds Fame and Flow for brands like Amazon, RBC, LEGO, Nintendo and Canada Goose. Media responsibility is at the forefront of everything we do, whether it’s creating media plans that reflect the diversity of our communities, promote brand safety, and foster sustainability. Our agency celebrates diversity in an inclusive environment where all of our 9,000+ strong talent across 90+ markets feel seen, heard, and valued. Our vision is to create not only a better media company, but also a better media industry, and maybe even a better world. Initiative Canada has received many of the industry’s most coveted awards, including two gold Strategy Media Agency of the Year awards, eight Cannes Lions, and a position on WARC’s Top 50 Most Effective Media Agencies in the World. In 2023 Initiative was named the North American Network of the Year by the Festival of Media, and Global Network of the Year by both Ad Age and Ad Week. To learn more, visit .What’s in it for you?

Generous paid time off with a minimum of 37 paid days off including vacation and monthly wellness days. We also have four-day long weekends, half-day summer Fridays, and meeting-free Friday afternoons year-round.
A flexible hybrid work model that works for you.
A focus on personal development with formal training opportunities, including mental health training and inclusion education for everyone.
A chance to be part of and grow within a global network of agencies.
The opportunity to contribute to our company culture by joining one of our many community-based employee groups, such as Black Employee Network, Girls on Fire, Hispanic or Latinx Alliance, Neuro Network, Pan-Asian Network, and Rainbow Lounge.

Initiative is an equal opportunity employer, committed to providing equal employment opportunities to all employees and applicants without regard to race, colour, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, disability, or any other basis prohibited by applicable federal, provincial, or municipal law. If you require an accommodation in any aspect of the selection process, please reach out to

Position Summary:
The Vice President (VP), Client Advice and Management leads a team of media professionals to create innovative and measurable media solutions that enhance consumer experiences, with a strong emphasis on digital marketing. The VP is responsible for team efficiency and profitability, fostering client relationships, and delivering creative media solutions based on insights.

Key Responsibilities:

Oversee media strategy from planning to tactical recommendations.
Innovate solutions for client challenges.
Develop media strategies aligned with brand objectives across channels.
Provide thought leadership in media planning and buying.
Cultivate knowledge of client operations to inform media strategies.
Strengthen client relationships through quality work and innovation.
Collaborate with creative and activation partners.
Partner with analytics to develop measurement solutions for clients.
Negotiate client agreements and monitor business objectives.
Identify growth opportunities within Mediabrands’ units.
Inspire teams to create on-strategy media solutions.
Participate in new business efforts.

Desired Skills & Experience:

Extensive media planning experience, with strong leadership skills.
Ability to manage complex client relationships and KPIs.
Strong business planning and financial acumen.
Excellent communication, negotiation, and critical thinking skills.
Collaborative mindset and capability to drive strategic solutions.
Experience in leading new business presentations.

Company Overview:
Initiative focuses on unlocking business growth through media, emphasizing diversity and sustainability. Recognized for numerous industry awards, Initiative aims to reshape the media landscape while promoting an inclusive culture. Employees enjoy generous benefits, personal development opportunities, and the ability to participate in community groups.

Benefits:

37+ paid days off and flexible work models.
Focus on personal development and training.
Inclusion in a diverse employee network.

Commitment to Diversity:
Initiative is an equal opportunity employer, committed to creating an inclusive environment. Accommodations are available for applicants as needed.

advice client digital marketing management Mediabrands toronto

Scotiabank – Manager, Retail Virtual Advice Delivery – Scarborough – Scarborough, ON

Company: Scotiabank

Location: Scarborough, ON

Expected salary:

Job date: Thu, 01 May 2025 06:22:41 GMT

Job description: Requisition ID: 224257Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Manager, Virtual Advice will lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.In this role, you will:

Lead and develop a virtual sales team to build long-term customer relationships and coach Virtual Advisors to identify customer-centric solutions in a remote advice model.
Assess team sales and performance results and enhance team performance.
Contribute to the achievement of the highest rating in NPS among customers of all the major banks in Canada.
Identify opportunities to drive sales results for the virtual advice teams
Manage and minimize risk by implementing the Bank’s policies and procedures, considering risk appetite and culture in daily activities.
Create an efficient and effective team environment that aligns with Scotiabank’s Values,
Adhere to the Code of Conduct, and Global Sales Principles, ensuring compliance with operational, regulatory, and risk management standards.
Create a high-performance team environment by fostering inclusivity, using a coaching mindset, and managing succession and development planning.
Assist with the development and refinement of the virtual advice model to generate incremental business, client and Advisor value

What you have:

Expert knowledge in virtual sales challenges and best practices
Expert knowledge of sales management activities and techniques, including execution of the Branch Management Disciplines.
Sound understanding of the marketplace in which branches operate.
Thorough knowledge of Retail and Small Business products and services, including a working knowledge of systems, routines and operating procedures.
Thorough knowledge of interviewing, solicitation and telemarketing techniques.
Thorough knowledge of negotiating techniques.
Thorough knowledge of Branch systems (e.g. Intralink, Sales Builder, Regional Information System (RIS), Worklist, etc.);
Thorough knowledge of credit risk/adjudication policies and processes.
Experience in people leading and performance management.
Thorough knowledge of regulatory compliance related to Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, FATCA, Know Your Customer requirements, CDIC and Occupational Health & Safety
Thorough knowledge of Mutual Funds Compliance Officer responsibilities, processes and guidelines.

What we are offering:

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
A competitive compensation and benefits package.
An organization committed to making a difference in our communities- for you and our customers.
Recognition and incentive for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
Clear and transparent criteria to progress in your career from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Ontario : ScarboroughScotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

advice Delivery Manager remote jobs canada Retail Scarborough Scotiabank VIRTUAL

Royal Bank of Canada – Home Advisor, RBC Advice Centre – Mississauga, ON

Company: Royal Bank of Canada

Location: Mississauga, ON

Expected salary:

Job date: Sun, 04 May 2025 03:05:43 GMT

Job description: Job SummaryJob DescriptionPlease note: This is a nation-wide opportunity. Candidates are welcome to apply from any regionWhat is the opportunity?As an RBC Home Advisor, you will participate in the evolution of a new role in Canadian Banking. You will nurture and grow relationships with potential home buyers as you provide tailored guidance and support throughout their home buying journey. As an RBC ambassador, your primary directive is to add value by acting as the client’s primary contact and gateway to RBC colleagues and partners whom, with your lead, will help bring clients closer to realizing their home-ownership goals. Leverage your credit knowledge and relationship building expertise to create meaningful experiences that drive a high degree of client satisfaction and loyalty.What will you do?

Provide professional credit advice to assist while navigating the multiple stages of the home buying journey, which begins with contacting leads generated through online home journey tools such as True Home Affordability
Provide professional advice and education with an ability to address complex credit including leveraging existing home equity, switch ins and all RBC mortgage programs
Support full end to end mortgage fulfillment leveraging Casper and Linx
Establish a regular contact strategy and diligently update systems that enable the relationship
Deepen client relationships by guiding the client through the stages of the home buying journey: awareness, research, validation of home equity financing options and making a decision to proceed with a mortgage application
Use new and innovative tools such as video-enabled capabilities, screen share and advisor/client dashboards to enhance the client experience and relationship
Develop strong partner relationships to support mortgage referrals and application fulfillment
Fuel broader growth through opportunity spotting and warm introductions to RBC partners
Keep up to date on relevant RBC policies and procedures and ensure that due diligence is exercised accordingly

2-3 years proven experience in processing end to end mortgage fulfillment, including the ability to provide complex credit advice
5 years experience in financial services
A change and agile mindset, consistently delivering an exceptional client experience
Strong interpersonal skills that build trust, drive loyalty and proactively seek to nurture and develop client relationships
Excellent communication skills, time management, and prioritization and organizational skill
Digital literacy across a broad range of devices (i.e. smartphones, tablets, laptops, etc.)
Flexibility to provide advice and service during evenings and weekends
Ability to work independently as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem-solving skills
Must be able to meet with the technological and confidentiality requirements of the role (i.e. private and quiet space, Internet connectivity, etc.)

Nice to have

Previous relationships management experience within the financial or service industry
Desire to build exceptional client experiences across multiple channels (i.e. phone, chat, email, etc.)

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
A world-class training program in financial services

Job SkillsAdditional Job DetailsAddress: MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGACity: MISSISSAUGACountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: SalariedPosted Date: 2025-05-02Application Deadline: 2025-05-09Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .

advice ADVISOR Bank canada Centre home Mississauga RBC remote jobs canada Royal