senior accounts manager - banking, credit and investment

Scotiabank; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major financial institution is looking for a Senior Financial Advisor located in Ottawa, Ontario. This role emphasizes building strong customer relationships and developing personalized financial strategies to meet individual goals. The successful candidate will drive sales in a fast-paced environment, supported by a competitive compensation and benefits package. The position offers opportunities for career advancement and professional development, with a starting salary range of $35.90 to $86.54 per hour.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Support for professional development

Qualifications

• Proven experience in building strong customer relationships.
• Strategic mindset to tailor financial solutions.
• Ability to exceed sales targets within a fast-paced environment.

Responsibilities

• Understand customer needs through active listening.
• Provide expert financial advice and insights.
• Develop comprehensive financial plans for clients.

Skills

Customer relationship building

Personalized financial strategies

Sales targets achievement

Mutual Funds licence

Education

Completed CIFP Diploma

Job description

Senior Accounts Manager – Banking, Credit and Investment

Scotiabank – Senior Financial Advisor – Pinecrest Mall, Ottawa, ON

Posted on November 29, 2025

Job details

Requisition ID: 242489

Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long‑term capital solutions for mid‑sized companies utilizing senior term, subordinated debt, mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization and working‑capital enhancement. With a national presence in Canada’s major markets, Roynat assists growth‑oriented companies in reaching their goals across a wide range of industries.

About the role

What your role will be? Senior Financial Advisor. At 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 and help make the futures of our 25 million customers happen.

What you'll be doing

• Take a proactive approach to discovering customer needs, listening to understand what they are asking for
• Educate customers, providing relevant insights and expert advice
• Build customers’ comprehensive plans using a holistic approach to help them achieve their goals
• Nurture strong, long‑standing relationships
• Develop, retain and grow the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed

• The appetite and drive to build strong customer relationships
• A strategic mindset to develop personalized financial strategies including day‑to‑day banking, investments and borrowing solutions
• The proven ability to meet and exceed sales targets in a fast‑paced environment that align to a customer’s stated goals
• A Mutual Funds licence and completed CIFP Diploma

What we’re offering

• The opportunity to join a forward‑thinking organization 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
• Recognition and rewards for high‑performance, supported by leadership through meaningful development conversations that enable faster advancement and internal training to support growth and development
• Clear, transparent criteria to progress in your career, without needing to wait for a vacancy in your branch or move to another branch to elevate your career

Location(s)

Ottawa, Ontario, Canada (On site)

Salary: $35.90 to $86.54 per hour

Terms of employment: Permanent, Full time

Starts as soon as possible

Vacancies: 1

Advertised until

2025-12-28