Home Financing Advisor - Help Buyers Navigate Mortgages

RBC

Halifax

On-site

CAD 52,000 - 72,000

Full time

14 days+
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Benefits offered by this job

Total Rewards Program
Coaching & development
Stock options (where applicable)
Training program
Flexible benefits

Job summary

RBC is seeking an Home Advisor to guide clients through the home buying journey with tailored credit advice and education. You will nurture relationships, provide guidance on mortgages, personal lending and banking solutions, and collaborate with RBC partners to help clients achieve home ownership.

The role supports flexible hours and remote work as part of a pioneering banking position. Join RBC to deliver high-quality client experiences, manage ongoing relationships, and contribute to a

Qualifications

  • 2-3 years proven experience in financial services with mortgage knowledge or credit advisory
  • Change and agile mindset with focus on client experience
  • Strong interpersonal skills to build trust and loyalty
  • Excellent communication, time management, prioritization and organizational skills
  • Digital literacy across devices (phones, tablets, laptops)
  • Flexibility to provide advice during evenings and weekends
  • Ability to work independently as a Remote Office Employee (ROE)
  • Meet security, confidentiality and private-space requirements of the role

Responsibilities

  • Provide professional credit advice to assist clients through the home buying journey
  • Offer advice on mortgage fulfillment, personal lending, credit cards and everyday banking solutions
  • Establish a regular contact strategy and maintain client records
  • Guide clients through awareness, research, validation of financing options and mortgage decisions
  • Utilize video-enabled capabilities and dashboards to enhance the client experience
  • Spot opportunities and make warm introductions to RBC partners
  • Keep up to date on RBC policies and procedures and apply due diligence

Skills

Credit knowledge
Relationship building
Communication
Digital literacy
Time management
Remote work
Flexibility

Tools

Video-enabled tools
Screen sharing
CRM systems

Job description

RBC is seeking an Home Advisor to guide clients through the home buying journey with tailored credit advice and education. You will nurture relationships, provide guidance on mortgages, personal lending and banking solutions, and collaborate with RBC partners to help clients achieve home ownership.

The role supports flexible hours and remote work as part of a pioneering banking position. Join RBC to deliver high-quality client experiences, manage ongoing relationships, and contribute to a

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