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Financial Advisor at Fifth Third Bank
Job in
Stratford, Kitchener, Ontario, Canada
Listed on 2026-09-12
Listing for:
Fifth Third Bank, N.A.
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Wealth Management
Job Description & How to Apply Below
As an Investment Executive, you will lead a team of licensed bankers while managing a diverse client portfolio. Your responsibilities include training others in investment strategies, conducting client meetings, and ensuring compliance with finance regulations. You will demonstrate the ability to motivate your team and achieve sales objectives effectively.
Key Responsibilities:
• Achieve sales goals while prioritizing client interests
• Conduct coaching sessions for retail banking staff
• Lead client meetings to boost account performance
• Address client needs and delegate tasks effectively
• Manage sales planning to meet targets, experience, and results
Requirements:
• Brokerage industry experience is mandatory
• Series 7 and 66 licenses required
• Motivated by commission and sales recognition
• Proven coaching and teaching skills
• Strong relationship-building abilities
Utilize your financial expertise and leadership skills to excel at Fifth Third Bank in Greensboro.
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