Banking Advisor

Job Description

What is the opportunity?This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as 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)

Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I) to qualify as Financial Advisor

Goal-oriented individual with a demonstrated passion for putting clients first.

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

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

Branch hours are Monday - Wednesday 9:30 - 5:00, Thursday 9:30 - 8:00, Friday 9:30 - 6:00 and Saturday 9:00 - 4:00.

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:

7001 MUMFORD 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:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications 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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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 lified applicants may be contacted to review their resume in more detail.