Senior Financial Consultant

2 days ago


Ottawa, Ontario, Canada Scotiabank Full time

Job Summary:


We are seeking a Senior Financial Consultant to join our team in Ottawa, Canada.


About the Role:


This is an exciting opportunity for a highly motivated and experienced Financial Planner to take on a leadership role within our organization. As a Senior Financial Consultant, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.


Key Responsibilities:



  • Conduct comprehensive financial planning reviews for assigned clients, utilizing your expertise in retirement planning, wealth accumulation, and estate planning.
  • Exhibit exceptional problem-solving skills to uncover and address clients' needs, delivering trusted financial advice regarding their investments and retirement planning.
  • Demonstrate strong self-motivation and goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
  • Foster strong engagement, educate clients, offer insights, and deliver expert advice to build long-lasting relationships.
  • Exercise a collaborative approach when dealing with peers, clients, and partners to promote business growth and development.

About Scotiabank:


Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future.' We help our customers, their families, and communities achieve success through various advice, products, and services. Our diverse team values unique skills and experiences, committed to creating an inclusive and accessible environment for everyone.


Requirements:



  • A competitive compensation package that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A work culture that promotes diversity, respect, and inclusion.
  • An organization committed to making a difference in our communities – for you and your clients.

About You:


As a Senior Financial Consultant at Scotiabank, you will have the opportunity to grow your career while making a positive impact on our customers' lives. If you're passionate about delivering exceptional client service, possess strong communication skills, and thrive in a fast-paced environment, we encourage you to apply for this exciting role.


Estimated annual salary: $120,000 - $150,000 based on experience.



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