Director of FP&A leading budgeting, forecasting, KPI analytics, and strategic finance for Polycor, a global natural stone industry leader. Driving profitability, capital allocation, and operational performance.
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Structured finance analyst evaluating securitized products and fund structures for S&P Global Ratings. Delivering credit opinions, surveillance, committee materials, and AI - enabled analytical workflows.
GE HealthCare marketing process leader implementing Zero - Based Budgeting across global healthcare markets. Governing investment planning, funding, reporting, and adoption.
Financial Analyst supporting Circular Materials, a national recycling producer - responsibility organization. Managing FP&A, budgeting, forecasting, reporting, financial analysis, and dashboards remotely in Canada.
Financial Analyst turning complex data into actionable insights for Xpera, Canada’s national risk mitigation services provider. Improving FP&A, CRM, reporting, modeling, and decision - making.
Senior Financial Analyst partnering with Semperis, a cybersecurity company, on integrated forecasting, reporting, and analysis. Scaling FP&A processes and advising leaders on financial decisions.
Senior Accountant overseeing financial close, reporting, tax filings, and audits for Innergex, an independent renewable energy producer. Improving accounting processes and systems while supporting budgeting and financial analysis.
Financial Planner providing personalized advice and investment solutions to TD Wealth clients. Building relationships, developing business, and helping mass affluent clients achieve financial goals.
BMO Financial Planner advising customers on investments, retirement savings, and banking products. Building relationships and growing financial services through needs - based recommendations and referrals.
Senior Strategic Finance Manager leading Instacart’s retailer deal economics, pricing, and partnership negotiations. Building models, P&Ls, dashboards, and investment frameworks for grocery - platform growth.