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
- Wealth Management Advisor responsible for advising clients on financial strategies and developing business relationships. Working with mass-affluent individuals and businesses in a hybrid role.
Responsibilities
- Advise members and clients on the best strategies and determine target outcomes.
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
- Stay on top of financial services industry news, market trends and best practices in your field so you can identify business development opportunities.
- Participate in outreach activities and be present in the community.
- Conduct onsite visits of the businesses you serve.
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Hold the Financial Planner designation issued by the IQPF, or be willing to obtain it within the next 24 months
- Knowledge of French is required
- Available to work evenings or weekends on occasion, based on regional business development activities
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
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