Financial Advisor

4 weeks ago

HALIFAX, Canada Royal Bank of Canada Full time

Job Summary

Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childâs education or recommending how to borrow for their âSomedayâ, your expertise will contribute to creating meaningful and memorable client experiences.

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 your 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 contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childâs education or recommending how to borrow for their âSomedayâ, your expertise will contribute to creating meaningful and memorable client experiences.

What will you do?

  • Communicate with clients to learn about their needs and help them achieve their goals
  • Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
  • Leverage technology to deliver on client experience and drive sales and retention
  • Proactively take ownership of resolving and preventing clientâs banking problems
  • Implement contact and relationship building strategies, and support new client acquisition in local community
  • Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking

What do you need to succeed?

Must-have

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I)
  • 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

  • Active in the local community, developing a solid network in the local community

Whatâs 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 Canadaâs leading financial services brand in your community

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address:

202 BROWNLOW AVE:HALIFAX

City:

HALIFAX

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-29

Application Deadline:

2024-05-12

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
âââââââ
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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.

  • Financial Advisor

    2 months ago

    Halifax, Canada Alba Inc Full time

    Financial Advisor Job type Full-time Shift & schedule Monday to Friday Qualifications Mandarin (required) Full Job Description: About the Role: The Financial Advisor will be responsible for communicating directly with clients regarding their investments and general inquiries, maintaining current knowledge of investment markets, practices and trends and...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Administrator

    3 days ago

    Halifax, Canada Christianson Financial Ltd. Full time

    **Christianson Financial Limited** is about more than just Financial Planning and Investment Management. We are committed to educating our clients on their financial wellness. We passionately believe the relationship between client and Advisor is built on a high level of trust and fostering a lifelong relationship to help them meet their financial goals. For...

  • Financial Advisor

    3 days ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    3 weeks ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    5 days ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    5 days ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Advisor

    6 days ago

    Halifax, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a...

  • Financial Security Advisor

    6 days ago

    Halifax, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    A career as an advisor in life and health insurance and financial services allows you to combine professional goals and personal development. The role of a representative is to help people acquire financial security through an analysis of their needs and sound advice.Do you thrive on challenges?Do you want:-Become a successful entrepreneur?-Being in...

  • Financial Advisor

    2 months ago

    Halifax, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Financial Advisor

    4 days ago

    Halifax, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada Atlanticcreditunions Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team...

  • Financial Advisor

    1 week ago

    Halifax, Canada Atlanticcreditunions Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team...

  • Financial Advisor

    1 week ago

    Halifax, Canada Atlanticcreditunions Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA’s continued growth and member satisfaction reflects a team...

  • Financial Advisor

    1 month ago

    Halifax, Canada Royal Bank of Canada Full time

    **Job Summary** **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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...