Financial Consultant, Regional Accounts

2 weeks ago

Ottawa, Canada Scotiabank Full time

**Requisition ID**: 179120

We are committed to investing in our employees and helping you continue your career at Scotiabank.

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.

This is an 18 month temporary position and is fully remote within Canada.

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

- 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, completion of the Canadian Securities Course (CSC) is required within the last three years
- 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
- Bilingual (French/English) required

**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
- Excellent communication skills
- A focus on achieving results in doing what’s best for the client

**What’s in it for you?**
- We are big proponents of life-work 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 well-being 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 non-negotiable - 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 cost-effective 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.

Location(s): Canada : Ontario : Ottawa || Canada : New Brunswick : Moncton || Canada : Quebec : Montreal

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.

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