Financial Advisor: Build Trusted Client Relationships

RBC; Windsor; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Windsor seeks a Financial Advisor to attract and nurture relationships with personal and small business clients. The role includes providing professional advice, addressing complex financial needs, and leveraging technology to enhance client experiences. Candidates should have a valid Mutual Funds accreditation and 2–3 years of sales experience in financial services.

Benefits

Career development and sales coaching

Competitive salary and annual bonus

Strong suite of tools including digital capabilities

Qualifications

• 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, and laptops.

Responsibilities

• Communicate with clients to learn about their needs.
• Provide professional advice to address credit and investment needs.
• Collaborate with professionals in financial planning and investment.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Education

Valid Mutual Funds accreditation

Certificate in Financial Services Advice

Job description

A leading financial institution in Windsor seeks a Financial Advisor to attract and nurture relationships with personal and small business clients. The role includes providing professional advice, addressing complex financial needs, and leveraging technology to enhance client experiences. Candidates should have a valid Mutual Funds accreditation and 2–3 years of sales experience in financial services.