Financial Advisor

RBC; Halifax; On-site; CAD 70,000 - 95,000; Full time

Job summary

RBC Financial Advisor in Halifax seeks an experienced professional to attract, nurture, and grow relationships with high-value personal and small business clients, delivering proactive advice and collaborating with RBC partners to help clients achieve goals and life events.

You will educate clients on digital banking, propose investment strategies, and advise on borrowing for life moments, while leveraging technology to enhance client experience and drive sales and retention.

Qualifications

• 2–3 years of proven sales experience in financial services handling credit and investments.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Completed Certificate in Financial Services Advice (CSI).

Responsibilities

• 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 for personal and business clients.
• Collaborate with financial planning, retirement planning, mortgages, and business banking experts to ensure customized advice.
• Leverage technology to deliver on client experience and drive sales and retention.
• Proactively resolve and prevent client banking problems.
• Implement contact and relationship building strategies and support new client acquisition in the local community.
• Educate clients on RBC products and services, and assist with digital banking (mobile, ATM, online).

Skills

Sales experience in financial services

Client relationship skills

Digital literacy

Communication

Education

Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

Certificate in Financial Services Advice (CSI)

Job description

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.

Job Description

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

• Active in the local community, developing a solid network in the local community

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

Address: RBC WATERSIDE CENTRE, 1871 HOLLIS ST: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: 2026-09-02

Application Deadline: 2026-12-31

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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