Client-First Financial Advisor — Personal & Small Business

RBC; Wolfville; On-site; CAD 60,000 - 90,000; Full time

Job summary

RBC is seeking a Financial Advisor in Wolfville, Nova Scotia, to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive advice across everyday banking, investments, and credit, collaborating with RBC partners to help clients achieve their goals.

You will educate clients, address complex needs, and champion digital enablement while serving via in-person, phone, or digital channels to support community growth.

Qualifications

• Client-centric service mindset and relationship-building skills.
• Strong communication to uncover client needs and provide tailored advice.
• Ability to address complex credit and investments with appropriate solutions.
• Digital literacy across smartphones, tablets, laptops, and other devices.
• Experience in the financial services industry, with a track record of sales.

Responsibilities

• Demonstrate empathy and understand client circumstances in every interaction.
• Deliver client-centric advice and proactively resolve concerns at first contact.
• Coordinate with RBC partners to meet clients' personal and business needs.
• Provide education on investments and credit with suitable solutions.
• Promote digital channels while delivering in-person and virtual service.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Education

Mutual Funds accreditation

DFSA designation (Canada)

Job description

RBC is seeking a Financial Advisor in Wolfville, Nova Scotia, to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive advice across everyday banking, investments, and credit, collaborating with RBC partners to help clients achieve their goals.

You will educate clients, address complex needs, and champion digital enablement while serving via in-person, phone, or digital channels to support community growth.