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Banking and Financial Services Advisor

2 months ago

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

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.

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
  • 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.)
  • Branch hours are Monday - Wednesday 9:30 - 5:00, Thursday 9:30 - 8:00, Friday 9:30 - 6:00 and Saturday 9:00 - 4:00.
What We Offer
  • 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
Job Skills

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