Financial Services Consultant

3 days ago


Ottawa, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a highly motivated and client-focused Financial Services Consultant to join our team at Scotiabank. As a key member of our team, you will be responsible for building strong relationships with our clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Financial Planning and Advice: Provide expert financial planning and advice to clients, helping them to achieve their financial goals and objectives.
  • Product and Service Recommendations: Recommend and provide Scotiabank's financial products and services to clients, ensuring that they are tailored to their specific needs.
  • Client Communication and Service: Provide exceptional client communication and service, ensuring that clients are informed and supported throughout the financial planning and advice process.
  • Business Development: Identify and pursue new business opportunities, working with clients to understand their financial goals and objectives and providing tailored solutions to meet their needs.
Requirements
  • Education: University degree in business, commerce, or a related field.
  • Professional Designations: IIROC licensed as a Registered Representative (IIROC-RR), including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and 90-day training.
  • Language Skills: Proficiency in Canada's two official languages is an asset.
What We Offer

At Scotiabank, we offer a competitive compensation package, opportunities for professional growth and development, and a dynamic and inclusive work environment.



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