Financial Advisor

Job Description 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.) Job Skills Additional Job Details Address: 178 HWY 214:EAST HANTS City: East Hants Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-29 Application Deadline: 2026-08-12 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

The Financial Advisor will communicate with clients to address their complex credit and investment needs while collaborating with internal experts to provide customized financial solutions. They are also responsible for driving sales, maintaining client relationships, and educating clients on various banking products and digital tools.

Candidates must possess valid Mutual Funds accreditation and a Certificate in Financial Services Advice. Additionally, 2-3 years of proven sales experience in the financial services industry is required.

• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Financial planning
• Retirement planning
• Mortgages
• Business banking
• Sales
• Client relationship management
• Investment advice
• Credit analysis
• Digital literacy
• Mutual funds accreditation
• Financial services advice
• Customer service
• Problem solving
• Relationship building
• Smartphone Operation
• Digital Banking
• Workplace Inclusivity
• Digital Literacy
• Automated Teller Machine
• Commercial Banking
• Investments
• Customer Acquisition Management
• Mortgage Loans
• Financial Services
• Financial Planning
• Innovation
• Relationship Building
• Retirement Planning
• Securities (Finance)
• Tablets

• Finance & Accounting
• Sales
• Customer Service & Support
• Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Aug 12, 2026

Posting language

English

Working hours

38 hours per week