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Royal Bank of Canada

Global banking, wealth management, and insurance

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeWolfville, NS, CanadaNo salary listedIn-person

About the Job

Requirements

  • Valid Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
  • For Canada excluding Quebec, completed Designated Financial Services Advisor designation through the Canadian Securities Institute, such as Personal Financial Service Advice and Financial Planning I.
  • Two to three years of proven sales experience in the financial services industry, handling credit and investments.
  • Ability to build trust and maintain long-term client relationships.
  • Digital literacy across devices such as smartphones, tablets, and laptops.

Responsibilities

  • Attract, nurture, and grow relationships with high-value personal and small business clients by providing value at important moments.
  • Provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and manage key life events.
  • Apply expertise across everyday banking, investments, and credit to address complex personal and business needs.
  • Understand circumstances, motivations, and concerns in interactions with colleagues and clients.
  • Communicate to uncover client needs, provide client-centered advice and solutions, and proactively resolve client concerns at the first point of contact.
  • Use personal advice capabilities and appropriate partners across the RBC ecosystem to meet clients’ personal and business financial needs.
  • Provide professional advice and education on complex credit and investment needs, ensuring recommendations suit clients’ needs and financial circumstances.
  • Educate clients to self-serve digitally, lead with advice, use digital service where possible, and encourage clients to use their preferred channel.
  • Use technology to connect with clients virtually and face to face.
  • Implement contact and relationship-building strategies to accelerate client acquisition and retention in the local community.
  • Collaborate with professionals in financial planning, retirement planning, mortgages, and business banking to provide customized advice.

Desired Qualifications

  • Second-language skills.
  • Active development of a solid network in the local community.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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