Strategic Financial Advisor

1 month ago


Ottawa, Ontario, Canada Scotiabank Full time

With Scotiabank, a leading bank in the Americas, you'll have the opportunity to work with a purpose-driven organization that helps its customers achieve success.

About the Opportunity:

We're seeking a talented and enthusiastic Financial Consultant, Regional Accounts to join our team. As a key member of our team, you'll be responsible for reengaging clients and promoting the MD offering best suited to their needs.

Your Key Responsibilities:

  • Connect with clients virtually, by phone and by email to conduct discovery conversations and foster engagement relative to the MD Financial Management and Scotiabank offerings.
  • Build rapport and trusted relationships with MD clients through active listening, responding to queries, and developing an appreciation of what's important to them.

The Requirements:

  • You must hold a University degree in business, commerce or equivalent degree related to the practice of financial planning.
  • IIROC Licensed as a Registered Representative (RR), will also consider IR licensed.
  • At minimum, the Canadian Securities Course & Conduct & Practices Handbook is required.
  • Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License Qualification Program (LLQP) (all other provinces).
  • Demonstrated working knowledge of financial planning and financial services.

The Ideal Candidate:

  • A commitment to delivering exceptional client experiences consistently.
  • A desire to learn and further your knowledge.
  • The ability to work independently and as part of a broader team.
  • A high level of comfort with technology to support virtual meetings.

About Scotiabank:

As one of Canada's largest banks, Scotiabank offers a broad range of advice, products and services including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

Salary Range:

$80,000 - $120,000 per annum, depending on experience.



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