Financial Advisor

RBC; Halifax; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Bonuses

Flexible benefits

World-class training

Job summary

RBC is seeking a client-focused specialist in Halifax to help clients with daily banking, credit, and investment needs. You will educate clients on digital tools, onboard new clients, and refer complex opportunities to specialists, contributing to meaningful client experiences and loyalty.

Responsibilities include proactive outreach, personalized financial guidance, and collaboration with RBC partners to maximize sales and referrals, all while delivering exemplary service in a dynamic branch

Qualifications

• Mutual Funds accreditation (Canadian or Canadian Securities Course)
• Proven client-first mindset with success in a target-driven sales environment
• Strong problem-solving and people skills for building relationships
• Flexible, eager to learn, ethical, and results-oriented
• Digitally literate across devices (phones, tablets, laptops)
• Available to work all open business hours
• Bilingual in English and French to serve clients

Responsibilities

• Proactively engage with clients in-branch and in the community, uncovering banking needs and referrals
• Demonstrate and educate clients using digital banking tools to drive sales
• Assist with a full range of financial transactions and respond to client inquiries
• Listen actively to understand individual client needs and tailor recommendations
• Resolve client issues and prevent problems by proactive service
• Build and maintain relationships with RBC partners to maximize opportunities

Skills

Mutual Funds acc.

Client-first mindset

Sales targets

Problem-solving

Digital literacy

Bilingual EN/FR

Availability during hours

Job description

Job Description

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help 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 RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to 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)


• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment


• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients


• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success


• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)


• Availability to work all open business hours


• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

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: 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: 2026-11-10


• Application Deadline: 2026-12-08


• 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.