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Financial Consultant

3 months ago

Ottawa, Ontario, Canada Scotiabank Full time

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Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team.

As a Financial Consultant, Regional Accounts you will be responsible for reengaging clients and actively promoting and referring clients to the MD offering best suited to their needs. You will also play a key role in prospecting and growing the client base.

Is this role right for you? In this role you will:

  • Connect with clients virtually, by phone and by email to conduct discovery conversations and foster engagement relative to the MD Financial Management and Scotiabank offerings, to identify new opportunities and ensure service alignment
  • Build rapport and trusted relationships with MD clients through active listening, responding to queries, and by developing an appreciation of what's important to them

The Must Haves:

  • University degree in business, commerce or equivalent degree related to the practice of financial planning
  • IIROC Licensed as a Registered Representative (RR), will also consider IR licensed
  • At minimum, the Canadian Securities Course & Conduct & Practices Handbook is required
  • Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License Qualification Program (LLQP) (all other provinces)
  • Demonstrated working knowledge of financial planning and financial services

Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:

  • A commitment to an exceptional client experience by consistently delivering an exemplary level of service
  • A desire to learn and further your knowledge
  • The ability to work independently and as part of a broader team
  • A high level of comfort with technology to support virtual meetings
  • A focus on achieving results in doing what's best for the client

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited.

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