Financial Advisor: Grow Clients with Digital Strategy

RBC; Fort Erie; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading financial services company in Fort Erie is seeking a Financial Advisor to cultivate client relationships and provide tailored advice. You will help clients with their financial goals and collaborate with professionals to deliver expert services. Applicants should have Mutual Funds accreditation and 2-3 years of sales experience. This full-time role offers competitive salary and development opportunities in a supportive environment.

Benefits

Competitive salary

Annual bonus

Career development and coaching

Strong suite of tools

Qualifications

• 2-3 years of proven sales experience in the financial services industry.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Digital literacy across a broad range of devices.

Responsibilities

• Communicate with clients to learn about their needs and help them achieve their goals.
• Collaborate with market-leading professionals to ensure clients receive expert advice.
• Proactively take ownership of resolving client banking problems.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curiosity

Data Analysis

Digital Literacy

Education

Valid Mutual Funds accreditation

Certificate in Financial Services Advice

Job description

A leading financial services company in Fort Erie is seeking a Financial Advisor to cultivate client relationships and provide tailored advice. You will help clients with their financial goals and collaborate with professionals to deliver expert services. Applicants should have Mutual Funds accreditation and 2-3 years of sales experience. This full-time role offers competitive salary and development opportunities in a supportive environment.