Banking Advisor helping Windsor clients with banking, credit, and investment needs at RBC, Canada’s largest bank. Delivering personalized advice, digital education, financial transactions, and referrals through branch and community engagement.
About the role
- Securities advisor developing and maintaining client relationships with members at Desjardins. Selling securities products and analyzing client needs to offer personalized solutions.
Responsibilities
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels
- Analyze member/client needs and develop personalized solutions
- Advise and assist current and potential members and clients
- Establish and negotiate product and service terms
- Balance sales objectives with risk management and client satisfaction
Requirements
- College diploma in a related field
- A minimum of three years of relevant experience
- Be registered as an Investment Representative with CIRO
- Financial planner certification (IQPF)
- Knowledge of French is required
- Specialization in Taxation
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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