Financial Advisor

16 hours ago

Halifax, Canada RBC Full time

Apply for the Financial Advisor role at RBC. 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 them with their goals and key life events. Your expertise contributes to strong sales and retention, creating meaningful and memorable client experiences—whether you help a client learn to bank digitally, propose an investment strategy to finance their child’s education, or recommend how to borrow for their “Someday”. What will you do? Communicate with clients to learn about their needs and help them achieve their goals. Provide professional advice and education with the ability to address complex credit and investment needs for both personal and business clients. Collaborate with market‑leading professionals in financial planning, retirement planning, mortgages, and business banking 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 clients’ banking problems. Implement contact and relationship‑building strategies and support new client acquisition in the local community. Educate clients on the features and benefits of RBC products and services, 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 (e.g., 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 (smartphones, tablets, laptops, etc.). Nice‑to‑have Fluency in a second language. Active engagement in the local community, developing a solid network. What’s in it for you? Career development and top‑notch sales coaching to advance your career. Competitive salary, annual bonus, and recognition programs that reward top performance. Strong suite of tools, including emerging digital capabilities to enhance your competitive edge. Opportunity to represent Canada’s leading financial services brand in your community. Job Skills Client Centricity, Communication, Critical Thinking, Curious Mindset. Additional Job Details Address: 202 BROWNLOW AVE:HALIFAX City: Halifax Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-06 Application Deadline: 2026-01-07 Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps 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. #J-18808-Ljbffr

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