senior accounts manager - banking, credit and investment

Scotiabank; Kawartha Lakes; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Senior Financial Advisor in Kawartha Lakes. The role involves building strong customer relationships and delivering personalized financial strategies while achieving sales targets in a dynamic environment. The position offers competitive compensation and professional growth opportunities within an inclusive team culture.

Qualifications

• Ability to build strong customer relationships.
• Proven ability to meet sales targets in fast-paced environments.
• Strategic mindset for developing personalized financial strategies.

Responsibilities

• Foster customer relationships through proactive service.
• Educate customers on financial services and products.
• Develop personalized financial plans to meet customer needs.

Skills

Customer relationship management

Financial strategizing

Sales performance

Education

CIFP Diploma

Mutual Funds licence

Job description

senior accounts manager - banking, credit and investment

Title posted on CareerBeacon - Senior Financial Advisor (Future opportunity) - Lindsay, Ontario

Posted onJune 14, 2025 by Employer details Scotiabank

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senior accounts manager - banking, credit and investment

Title posted on CareerBeacon - Senior Financial Advisor (Future opportunity) - Lindsay, Ontario

Posted onJune 14, 2025 by Employer details Scotiabank

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Job details

Requisition ID: 228512Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be?Senior Financial AdvisorAt Scotiabank we help employees build their futures ? where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development ? there are endless possibilities. At Scotiabank ? you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.What you'll be doing?Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by:Taking a proactive approach to discovering our customer needs, listening to understand what they are asking forEducating our customers, providing relevant insights and expert adviceBuilding our customer's comprehensive plans using a holistic approach to help them achieve their goalsNurturing strong, long-standing relationshipsDeveloping, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experienceWhat you need to succeed?The appetite and drive to build strong customer relationshipsA strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutionsThe proven ability to meet and exceed sales targets in a fast paced environment that align to a customer's stated goalsA Mutual Funds licence and completed CIFP DiplomaWhat we're offering?The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.A competitive compensation and benefits package.An organization committed to making a difference in our communities? for you and our customers.You can expect to be recognized and rewarded for high-performance. You'll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.You'll receive clear, transparent criteria to progress in your career.You won't need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.Location(s): Canada : Ontario : Lindsay || Canada : Ontario : Bowmanville || Canada : Ontario : Cannington || Canada : Ontario : Fenelon Falls || Canada : Ontario : Peterborough Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

• Location Kawartha Lakes , ON
• Workplace information On site
• Salary $ 34.00 to $ 82.00 HOUR hourly
• Terms of employment Permanent employment Full time
• Starts as soon as possible
• vacancies 1 vacancy
• Source CareerBeacon #2167228

• Kawartha Lakes, ON

View the full job posting on CareerBeacon

Advertised until

2025-07-13

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