Financial Consultant

4 weeks ago


London, Ontario, Canada Scotiabank Full time
Financial Consultant Role

Scotiabank is seeking a highly motivated and detail-oriented Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, addressing their unique needs and goals.
  • Recommend investment strategies and products to clients, ensuring compliance with industry regulations and Scotiabank's risk appetite.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Collaborate with internal teams to identify opportunities for new business and revenue growth.
  • Stay up-to-date with industry trends and regulatory changes, ensuring compliance and providing expert advice to clients.
Requirements:
  • University degree in business, commerce, or a related field.
  • CIRO license as a Registered Representative (IIROC-RR) and completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
  • Life License (LLQP) and willingness to complete other regulatory requirements.
  • Ability to travel and work in a fast-paced environment.

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. If you are a motivated and detail-oriented individual with a passion for financial planning and investment advice, we encourage you to apply for this exciting opportunity.


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