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Financial Consultant Acquisition

3 months ago

Ottawa, Ontario, Canada Scotiabank Full time
Requisition ID: 175774

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

How You Will Contribute:
Reporting to the Regional Manager, as a Financial Consultant - Acquisition,

  • You will generate outbound leads and manage inbound referrals, converting both into relationship opportunities.
  • Develop and lead marketing initiatives and deliver a high touch, topquality client experience consistent with MD values and brand.
  • Participate in/lead client seminars, partner events, conferences, information sessions and other activities relative to the medical community to promote the MD difference.
  • Lead efforts to convert highpotential targets to grow market share.
  • Grow and retain market share through active prospecting, purposeful business development and exceptional client relationship management.
  • Track pipeline reporting to ensure effective sales management. Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets.
  • You will ensure adherence to professional standards, including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank's risk appetite and culture into consideration relative to day to day activities and decisions.

What MD Expects of You:

  • A desire to learn to further your knowledge of advanced financial planning concepts including tax, investment trends and products as well as any other issues impacting clients.
  • A commitment to compliance an understanding of industry regulations and associated requirements and an appreciation for Scotiabank's commitment to ethical day to day activities and decisions
  • Marketing savvy a comfort in facilitating seminars and information meetings designed to provide advice and information concerning investment programs and related services.
  • A sense of urgency what's urgent for your client is urgent for you. Attending to their needs is your priority.
  • The ability to work independently and as part of a broader team.
  • A high level of comfort with technology to support virtual meetings and CRM.
  • Confidence in yourself, in MD's products, in asking for the business

The Must Haves:

  • University degree or college diploma in business, commerce or financial planning
  • IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90day training or willingness to complete such within a specified timeframe.
  • Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements.
  • Ability to travel.
Why MD?

  • We are big proponents of lifework integration and provide the flexibility and tools to achieve such.
  • We believe an inclusive and diverse work environment makes for happy and productive employees.
  • We recognize the importance of wellbeing and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
  • We know that financial security is important to you and we're here to help competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
  • We realize time away to recharge is a nonnegotiable we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you're able to take time off without worrying about your clients.
  • We understand that costeffective banking solutions mean more money in your pocket through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
We love discounts.

Through the WorkPerks program, as an employee of MD you'll have access to thousands of discounts with various vendors across Canada.

Location(s): Canada : Ontario : Ottawa

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.