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Financial Consultant Associate
2 months ago
Scotiabank is seeking a talented and enthusiastic Associate Financial Consultant – Digital Channels to join our team. As an Associate Financial Consultant – Digital Channels, you will be responsible for helping our clients achieve their financial goals through an understanding of their personal and professional objectives, recommendation of our products tailored to their specific needs, and the provision of timely and exemplary service.
Key Responsibilities:
- You will build rapport and trusted relationships with our clients through active listening and by developing an appreciation of what's important to them. You'll recommend an approach based on their level of understanding and interest, tailored to their specific needs.
- You will be accountable for client contact preparation, documenting client notes in our CRM tool and identifying new business opportunities through the proactive mining of your book of business.
- You will lead the collection of deficient Know Your Client (KYC) information on newly assigned and existing accounts, ensuring orders are suitable vis a vis client objectives.
- You will identify and develop new business opportunities to prospect and grow the client base, while ensuring retention of clients through trusted relationships and servicing your client book.
- You will seek out new opportunities through the active mining of your book of business.
Requirements:
- University degree in business, commerce or equivalent.
- 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.
- Life License (LLQP) and a willingness to complete other regulatory requirements. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only).
- Demonstrated knowledge of investment products.
- Proficiency in Canada's two official languages is an asset.
What We Offer:
- A dynamic and inclusive work environment.
- Opportunities for professional growth and development.
- A competitive compensation and benefits package.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
