Financial Services Consultant

4 weeks ago

Ottawa, Ontario, Canada Scotiabank Full time

Become a Financial Consultant with Scotiabank

As a Financial Consultant, your primary objective will be to cultivate and enhance client relationships within the affluent market segment. You recognize that your clients are invaluable, and your foremost aim is to deliver tailored investment and financial planning guidance to assist them in reaching their distinct aspirations.

You will operate within a holistic financial planning framework, emphasizing investment sales, acquiring new clients, and identifying business development avenues. Key responsibilities encompass:

  • Performing comprehensive assessments for clients, focusing on retirement strategies, wealth growth, and estate management
  • Offering reliable financial counsel to clients regarding investments and retirement strategies
  • Fostering relationships and ensuring exceptional client experiences

Preferred qualifications for this position include the completion or progress towards the Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation, along with being a recognized mutual funds professional in good standing. Familiarity with competitive products, market dynamics, economic conditions, and the regulatory landscape is also essential.

Join our organization and benefit from cutting-edge resources to facilitate your development, including dedicated marketing assistance, mobile technology, CRM, portfolio, and financial planning tools. At Scotiabank, we nurture a workplace culture that values diversity, respect, and inclusion. Our commitment is to make a positive difference in our communities.

About Scotiabank:

At Scotiabank, we are committed to empowering our clients, their families, and their communities to achieve success through a variety of financial products and services. We emphasize the importance of creating an inclusive and accessible environment for all.

If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role.

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