Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- 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.
Responsibilities
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities
- Educate and demonstrate for clients, leveraging technology to deliver memorable experiences, drive sales, and retain business
- Respond to client-initiated contact and assist with a full range of financial transactions
- Listen and engage clients in conversation to understand their individual needs
- Take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to maximize business opportunities and referrals
Requirements
- Mutual Funds accreditation required (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Goal-oriented individual with a demonstrated passion for putting clients first
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a drive to succeed
- Digital literacy across a broad range of devices, including smartphones, tablets, and laptops
- Must be mobile within the Windsor and surrounding markets
- Track record in building rapport and maintaining client relationships within the financial or service industry (nice-to-have)
Benefits
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
- Opportunity to achieve great success and grow your career with RBC
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