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Financial Services Advisor

2 months ago

Halifax, Nova Scotia, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the Opportunity?

This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As a Royal Bank of Canada ambassador, you add value in the moments that matter most to clients and collaborate with other RBC partners to help clients achieve their goals. Whether you're teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client satisfaction and loyalty.

Key Responsibilities

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

Requirements

Must-have

  • Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
  • Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I) to qualify as Financial Advisor
  • Goal-oriented individual with a demonstrated passion for putting clients first.
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry

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 competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
  • Opportunity to achieve great success and grow your career with RBC

Key Skills

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