Banking Advisor

RBC; Annapolis Royal; On-site; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Total Rewards Program

Career advancement opportunities

Sales training & development

Collaborative, high performing team

Grow with RBC

Job summary

RBC in Annapolis Royal is seeking a client-focused Financial Advisor to assist clients with everyday banking, credit, and investment needs. You will guide clients through digital banking, onboarding, and referrals, delivering memorable experiences.

The role emphasizes education, problem solving, and building strong client relationships while collaborating with RBC partners to grow business and client loyalty.

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or the Canadian Securities Course).
• CSI certificate in Financial Services Advice (Personal Financial Service Advice and Financial Planning I).
• Goal-oriented with a client-first approach.
• Problem-solving and people skills with relationship-building.
• Digital literacy across devices such as smartphones, tablets and laptops.

Responsibilities

• Proactively engage with clients in branch and community, uncovering banking needs and referral opportunities.
• Educate clients and demonstrate using technology to deliver memorable experiences and drive sales.
• Respond to client inquiries with a full range of financial transactions.
• Listen actively to understand individual client needs and goals.
• Own and prevent client banking problems and provide solutions.
• Build relationships with partners to leverage business opportunities and referrals.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation

CSI Financial Services Advice Certificate

Job description

Job Description

Please note this is a resource for the Annapolis Valley and successful candidate may be posted in any of the Annapolis Valley branches.

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 an RBC 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.

What will you do?

• 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

What do you need to succeed?

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

Job Skills

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

Additional Job Details

Address: 248 SAINT GEORGE ST:ANNAPOLIS ROYAL

City: Annapolis Royal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-04

Application Deadline: 2026-12-31

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.