Financial Advisor — Grow Trusted Client Relationships

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

Job summary

A leading financial institution in Winnipeg seeks a Financial Advisor to nurture relationships with personal and small business clients. The role involves providing professional advice and collaborating with experts to help clients achieve their financial goals. Candidates should have a Mutual Funds accreditation and experience in sales within the financial services industry. This full-time position offers career development and a competitive salary.

Benefits

Career development

Competitive salary

Recognition programs

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 different devices.

Responsibilities

• Communicate with clients to learn about their needs and help them achieve their goals.
• Provide professional advice addressing complex credit and investment needs.
• Collaborate with professionals to ensure clients receive expert advice.
• Leverage technology to enhance client experience and drive sales.
• Proactively resolve client banking problems.

Skills

Communication

Client Centricity

Critical Thinking

Digital Literacy

Education

Valid Mutual Funds accreditation

Certificate in Financial Services Advice

Job description

A leading financial institution in Winnipeg seeks a Financial Advisor to nurture relationships with personal and small business clients. The role involves providing professional advice and collaborating with experts to help clients achieve their financial goals. Candidates should have a Mutual Funds accreditation and experience in sales within the financial services industry. This full-time position offers career development and a competitive salary.