Financial Advisor
- Halifax, NS, B2W 3E6, Canada
Full-time
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Job details
- Job type
- Full-time
- Listed closing date
- Posting language
- English
- Posted
Original job description
Job Description
- Works with manager and colleagues to learn and practice core competencies required to deliver client discovery, advice solutions and recommendations appropriate for evolving financial needs.
- Communicates effectively with clients and colleagues to uncover financial needs, deliver client centered advice and proactively resolve concerns at first point of contact.
- Provides professional guidance and education on complex credit and investments, ensuring recommendations align with client financial circumstances and investment objectives.
- Collaborates with financial planning, retirement planning, mortgage and business banking specialists to integrate expert perspectives and ensure clients receive customized and relevant advice.
- Executes investment advisory tasks requiring moderate to advanced expertise and judgement to drive outcomes.
- Applies independent decisions, typically guided by previous experience and knowledge to manage some ambiguity and deliver measurable impact on productivity.
- Generates ideas to enhance processes within own work area and resolves business, operational and technical investment advisory related problems within scope of responsibility.
- Fosters and strengthens relationships with key stakeholders, including team members, managers, and clients to achieve department or functional goals and drives innovation.
Job Skills
Client Centricity, Communication, Critical Thinking, Curious MindsetAdditional Job Details
Address:
1022 COLE HARBOUR RD:HALIFAXCity:
HalifaxCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-09-16Application Deadline:
2026-09-26Note: 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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More about this job
Responsibilities
The Financial Advisor provides professional guidance on credit and investments while collaborating with specialists to deliver customized financial solutions. They are responsible for uncovering client needs, resolving concerns, and executing investment advisory tasks to drive productivity.
Requirements
Candidates are expected to demonstrate core competencies in client discovery and financial advice delivery. The role requires the ability to manage ambiguity, apply independent judgment, and foster strong relationships with stakeholders.
Skills
- Client Centricity
- Communication
- Critical Thinking
- Curious Mindset
- Financial Planning
- Retirement Planning
- Credit Analysis
- Investment Advisory
- Problem Solving
- Stakeholder Management
- Relationship Building
- Business Banking
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Management & Leadership
Keywords
- Financial Advisor
- Client Discovery
- Investment Advisory
- Credit
- Financial Planning
- Retirement Planning
- Mortgage
- Business Banking
- Stakeholder Management
- Process Improvement
- Banking
- Personal Banking
- Commercial Banking
- Client Centricity
- Communication
- Critical Thinking