Financial Advisor: Grow Client Wealth & Goals

RBC; Halifax; On-site; CAD 60,000 - 85,000; Full time

Job summary

RBC Financial Advisor position in Halifax is focused on attracting, nurturing, and growing relationships with high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and key life events.

You will work with a team of planning and banking professionals to deliver customized financial solutions, educate clients on RBC products, and leverage digital tools to enhance client experience and

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Certificate in Financial Services Advice (CSI) – 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 (smartphones, tablets, laptops).

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, 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

Skills

Sales experience in financial services

Digital literacy across devices

Client relationship building

Education

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

Certificate in Financial Services Advice (CSI)

Job description

RBC Financial Advisor position in Halifax is focused on attracting, nurturing, and growing relationships with high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and key life events.

You will work with a team of planning and banking professionals to deliver customized financial solutions, educate clients on RBC products, and leverage digital tools to enhance client experience and