Financial Advisor

Job summary

Discover clients' financial needs and provide tailored advice, education, and recommendations on credit and investments. Collaborate with specialists and colleagues, manage investment advisory tasks, resolve client and operational concerns, and improve processes within the role's scope.

Job details

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 Mindset Additional Job Details Address: 65 ELIZABETH AVE:ST. JOHN'S City: St. John'S Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-28 Application Deadline: 2026-10-08 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.

What you’ll do

Discover clients' financial needs and provide tailored advice, education, and recommendations on credit and investments. Collaborate with specialists and colleagues, manage investment advisory tasks, resolve client and operational concerns, and improve processes within the role's scope.

Requirements

The posting does not specify formal education, certifications, or a minimum number of years of experience. It calls for client-focused communication, critical thinking, sound judgment, investment advisory expertise, collaboration, and the ability to manage ambiguity and resolve problems.

Listed skills

• Problem solving · Preferred
• Collaboration · Preferred
• Decision Making · Preferred
• Communication · Preferred
• Critical Thinking · Preferred
• Relationship Building · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Centricity
• Communication
• Critical Thinking
• Curious Mindset
• Financial Advice
• Investment Advisory
• Credit Guidance
• Relationship Building
• Problem Solving
• Collaboration
• Decision-Making
• Process Improvement
• Professional Guidance
• Workplace Inclusivity
• Curiosity
• Commercial Banking
• Investments
• Mortgage Loans
• Financial Planning
• Innovation
• Retirement Planning

Job areas

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

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