Rating Analyst analyzing infrastructure and project finance credit risks for S&P Global Ratings. Building models, dashboards, and research supporting independent credit opinions.
About the role
- RBC Financial Advisor serving Windsor-area personal and small business clients. Providing credit, investment, and banking advice while growing relationships, sales, and retention.
Responsibilities
- Communicate with clients to learn about their needs and help them achieve their goals
- Provide professional advice and education addressing complex personal and business credit and investment needs
- Collaborate with financial planning, retirement planning, mortgage, and business banking professionals
- Leverage technology to deliver client experiences and drive sales and retention
- Resolve and prevent clients’ banking problems
- Implement contact and relationship-building strategies
- Support new client acquisition in the local community
- Educate clients about RBC products and services
- Help clients use digital banking, including mobile, ATM, and online banking
- Attract, nurture, and grow relationships with high-value personal and small business clients
Requirements
- Valid Mutual Funds accreditation: Investment Funds in Canada or Canadian Securities Course
- Completed Certificate in Financial Services Advice through CSI, including Personal Financial Service Advice and Financial Planning I
- 2–3 years of proven sales experience in the financial services industry, handling credit and investments
- Demonstrated ability to build trust and maintain long-term client relationships
- Digital literacy across smartphones, tablets, laptops, and other devices
- Successful incumbent must be mobile within the Windsor and surrounding markets
- Fluency in a second language is nice-to-have
- Active participation in the local community and a solid local network are nice-to-have
Benefits
- Career development and top-notch sales coaching
- Competitive salary
- Annual bonus
- Recognition programs that reward top performance
- Strong suite of tools, including emerging digital capability
- Opportunity to represent Canada’s leading financial services brand in your community
- Inclusive workplace supporting respect, belonging and opportunity
- Employee volunteer activities and community initiatives
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