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 child’s education or recommending how to borrow for their “Someday”, 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 client’s 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
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.
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 Canada’s leading financial services brand in your community
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
Additional Job Details
5855 SPRING GARDEN RD:HALIFAX
Halifax
Canada
37.5
Full time
PERSONAL & COMMERCIAL BANKING
Regular
Salaried
2026-06-16
2026-06-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
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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.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
