Join IC Savings as an Account Manager specializing in mutual funds and business development. Thrive in a member-focused role that promotes exceptional customer service and financial solutions.

At IC Savings, we are on the lookout for a banking professional with strong mutual funds sales experience. This Account Manager position will emphasize member engagement, banking product promotions, and attaining sales goals. Use your expertise to foster existing relationships while soliciting new business and providing tailored financial advice.

Key Responsibilities:
• Create long-term relationships by identifying financial needs
• Analyze credit worthiness for lending recommendations
• Drive sales through deposit, investment, mutual fund, and lending products




• Actively engage in branch sales initiatives and campaigns
• Regularly maintain a sales prospect pipeline

Requirements:
• At least 5 years in a banking advice-giving role
• Proven track record with mutual fund sales for 3+ years
• Relevant post-secondary education in business preferred
• Familiarity with banking regulations and compliance techniques
• Solid communication skills and proficient in MS Office Suite

Utilize your banking experience to advance member satisfaction and business success at IC Savings.
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📌 Account Manager with Mutual Fund Expertise (Ontario)
🏢 IC Savings
📍 Ontario