Bolton On Senior financial advisor Jobs – 11 Openings This Week

Account Manager
IC Savings —Woodbridge, ON
- $60,000–$75,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
- Mileage reimbursement
- Disability insurance
Quick apply
Senior Financial Advisor - Cottrelle & McVean, Brampton, ON
Scotiabank —Brampton, ON
- Sales
- Customer service
- Financial services
Senior Financial Advisor - Brampton Business Banking Centre, ON
Scotiabank —Brampton, ON
- Sales
- Customer service
- Financial services
Sr. Financial Advisor CIRO-ID (Urban) [Richmond Hill, Markham, Newmarket]
CIBC —Richmond Hill, ON
- Full-time
- Sales
- Business development
- Marketing
Senior Manager - Trusts
Royal Bank of Canada —Toronto, ON
- $90,000–$140,000 a year
- Full-time
- Sales
- Customer service
- Continuous improvement
6d
Senior Personal Banker - Investing
TD Bank —Richmond Hill, ON
- $59,500–$84,000 a year
- Full-time
- High school diploma or GED
- Business development
- Bachelor's
- Paid time off
9d
Senior Personal Banker Trainee - Investing
TD Bank —Vaughan, ON
- $59,500–$84,000 a year
- Full-time
- Finance
- High school diploma or GED
- Business development
- Paid time off
4d
Senior Trust Officer
Royal Bank of Canada —Toronto, ON
- $67,000–$110,000 a year
- Full-time
- Customer service
- Business development
- Bachelor's
Senior Personal Banker - Home Borrowing
TD Bank —Brampton, ON
- $59,500–$84,000 a year
- Full-time
- Finance
- High school diploma or GED
- Business development
- Paid time off
3d

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Account Manager

IC Savings -
Woodbridge, ON

Quick apply

Job details

Permanent | Full-time
$60,000–$75,000 a year

Qualifications

Investment
Outbound sales
Customer relationship building
Product recommendation
Microsoft Outlook
Customer service
Post-secondary education
English
Client relationship development
Cross-selling
Business development
Sales pipeline
Client services
Sales orientation
Customer service orientation
Prospecting
Financial services
CSC
Client consultation
Business
Account management
Italian
Customer acquisition
Driving Licence

Full job description

Company Overview

IC Savings is a credit union that focuses on bringing the benefits of co-operative banking to more than 17,000 personal and business members, whether online, by mobile or in branch at its eight locations in the Greater Toronto Area. To learn more, visit www.icsavings.ca.

Who are we looking for?

We are seeking an experienced and driven banking professional with proven mutual funds sales experience and business development skills in the financial services to join our high performing team in the capacity of Account Manager.

Job Overview

Account Manager will focus on achieving sales targets and providing superior service to existing members and prospects. The role will proactively promote, recommend, up sell and cross sell a full range of banking, lending and investment products and services including mutual funds, and solicit new memberships. Proven sales, service and advice-giving skills coupled with prior banking knowledge and ability to understand, assess and meet member needs are paramount to the success in this role.

What You’ll Be Doing

You will support the Branch Manager by contributing to the growth of the branch’s personal and business banking segments as well as its lending revenues. Using your thorough and current knowledge of financial products and services, you will deliver expert advice and exceptional customer service to acquire and retain members. In partnership with the Branch Manager, you will also raise awareness of the credit union through its community involvement.

Your responsibilities include:

establishing and growing long-term relationships with members by identifying their financial needs, and by providing expert financial advice and personalized banking solutions;
assessing credit worthiness and making recommendations to the lending department;
promoting a full range of deposit, investment, mutual fund and lending products through up-and cross-selling;
meeting and exceeding individual and branch sales targets;
actively participating in branch sales meetings, promotional initiatives and campaigns;
maintaining a sustainable sales prospect pipeline by confidently soliciting new business through varied acquisition techniques;
reviewing the maturities list and other reports regularly, to deepen member share-of-wallet;
maintaining professional and ethical standard of conduct at all times while promoting a positive image of the credit union;
acting as a senior branch officer when required;
assisting the Branch Manager with administrative activities and other duties as assigned.

What We’re Looking For

A self-starter who values teamwork and is disciplined and knowledgeable professional who places importance on relationship-building and customer service. Working well under pressure, the ideal candidate will also have:

at minimum 5 years of related banking experience in advice-giving role, preferably in a sales capacity with proven sales track record;
at least 3 years of proven mutual fund sales experience;
completed a post-secondary education in business, commerce or a related discipline, or have an equivalent combination of education and experience;
Mutual Funds License in good standing;
sound knowledge of banking regulatory and compliance procedure;
excellent English-language communications skills, both oral and written; workingknowledge of spokenItalian is highly preferred;
proficiency in the MS Office suite (Word, Excel, PowerPoint, Outlook) and DNA;
a valid driver’s license with access to a vehicle.

Working Conditions / Physical Effort

Professional, team oriented, office environment in a branch setting.
Standard branch hours based on 37.5-hour work week: Monday to Wednesday from 9:00 am – 5:00 pm, Thursday to Friday from 9:00 am – 6:00 pm with a requirement to work on Saturdays from 9:00 am to 2:00 pm on a rotational basis or as scheduled.
Community relations and business development will involve some after-hours activities.
Occasional travel may be required.
Flexibility to work at and/or relocate to another branch when business needs require it.
The physical demands are representative of those that must be met by being able to successfully perform the essential functions of the job; these include, but are not limited to: sitting, considerable use of computer and phone, seldom moving of items up to 25 pounds in weight.

Compensation Range

The compensation range for the position is $60,000 to $75,000. The final compensation offered will be determined based on the successful candidate’s skills, experience, education, and other relevant qualifications.

Vacancy Type

This position is for the open vacancy.

AI Disclosure

Due to large number of applications received, AI is used in assisting with screening and selecting applicants.

How to Apply

If you think you have what it takes to be a successful member of our team, we invite you to forward your resume to [email protected].

At IC Savings, we are committed to accommodating people with disabilities as part of our hiring process. If you have special requirements, please advise us during the recruitment process. All submissions are confidential.

Thank you for taking the time to review our posting. If you have been selected for an interview, we will be in touch.

Pay: $60,000.00-$75,000.00 per year

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Mileage reimbursement
On-site gym
On-site parking
Paid time off
RRSP match
Vision care

Experience:

advice giving role in the banking sales capacity: 5 years (required)
retail banking: 5 years (required)

Language:

Italian (required)

Licence/Certification:

Mutual Fund License in good standing? (required)
Ontario driver's license with access to reliable car (required)
Investment Funds in Canada OR Canadian Securities Course (required)

Work Location: In person

Quick apply

Refine Your Search

senior financial advisor jobs in bolton on

Account Manager

Senior Financial Advisor - Cottrelle & McVean, Brampton, ON

Senior Financial Advisor - Brampton Business Banking Centre, ON

Sr. Financial Advisor CIRO-ID (Urban) [Richmond Hill, Markham, Newmarket]

Senior Manager - Trusts

Senior Personal Banker - Investing

Senior Personal Banker Trainee - Investing

Senior Trust Officer

Senior Personal Banker - Home Borrowing

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