Banking Advisor

RBC; Halifax; On-site; CAD 65,000 - 75,000; Full time

Job summary

A leading financial institution is looking for a client-focused individual who excels in problem-solving to join their Halifax branch. This role entails engaging clients, addressing banking needs, and utilizing technology to enhance client experiences. With opportunities for career advancement and a commitment to inclusivity, the ideal candidate will possess accreditation in mutual funds and a Certificate in Financial Services Advice. Strong problem-solving and interpersonal skills are essential, making this a rewarding position for those passionate about client service.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

World-class sales training

Opportunities for career advancement

Support from a collaborative team

Qualifications

• 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 (smartphones, tablets, laptops, etc).

Responsibilities

• Proactively engage with clients in all areas of the branch and in the community.
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience.
• Respond to client-initiated contact, assisting them with a full range of financial transactions.
• Proactively take ownership of resolving and preventing client banking problems.

Skills

Advice Based Solutions

Client Discovery

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation

Certificate in Financial Services Advice

Job description

Job Description

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 Discovery, Data Analysis, Digital Literacy

Additional Job Details

Address: 1022 COLE HARBOUR RD: 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: 2025-12-03

Application Deadline: 2025-12-12

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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 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