Senior Banking & Investments Advisor

Scotiabank; Hamilton; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Hamilton, Ontario is seeking a Senior Accounts Manager to build strong customer relationships and provide expert financial advice. This permanent, full-time position requires a strategic mindset and a proven track record in achieving sales targets. The role offers a competitive compensation package and opportunities for career advancement within the branch. Ideal candidates will possess a Mutual Funds licence and CIFP Diploma.

Benefits

Competitive compensation and benefits

Supportive leadership

Clear career progression criteria

Ability to grow within the same branch

Qualifications

• Strong customer relationship skills and the ability to understand needs.
• Experience in achieving sales targets in a fast-paced environment.
• Strategic mindset for personalized financial strategies.

Responsibilities

• Develop and maintain strong customer relationships.
• Provide expert financial advice to meet customer needs.
• Achieve individual and team sales goals to support customer experience.

Skills

Customer relationship management

Sales targets achievement

Financial strategy development

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Hamilton, Ontario is seeking a Senior Accounts Manager to build strong customer relationships and provide expert financial advice. This permanent, full-time position requires a strategic mindset and a proven track record in achieving sales targets. The role offers a competitive compensation package and opportunities for career advancement within the branch. Ideal candidates will possess a Mutual Funds licence and CIFP Diploma.