Client advisor • halifax ns
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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 SkillsClient Centricity, Communication, Critical Thinking, Curious MindsetAdditional Job Details
Address:
1022 COLE HARBOUR 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:
2026-09-16
Application Deadline:
2026-10-31Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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 at RBC. Qualified applicants may be contacted to review their resume in more detail.
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