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Financial Consultant

2 months ago

Ottawa, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a highly motivated and client-focused Financial Consultant to join our team at Scotiabank. As a Financial Consultant, you will be responsible for helping our clients achieve their financial goals through a deep understanding of their personal and professional objectives.

Key Responsibilities
  • Build strong relationships with clients through active listening and a deep understanding of their needs.
  • Recommend financial solutions tailored to each client's specific needs and objectives.
  • Document client interactions and identify new business opportunities through proactive analysis of client data.
  • Lead the collection of necessary information to ensure compliance with regulatory requirements.
  • Identify and develop new business opportunities to grow the client base and ensure retention of existing clients.
Requirements
  • University degree in business, commerce, or a related field.
  • IIROC licensing as a Registered Representative (IIROC-RR) and completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
  • Life License (LLQP) and a willingness to complete other regulatory requirements.
  • Demonstrated knowledge of investment products and a strong understanding of financial markets.
  • Proficiency in Canada's two official languages is an asset.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.
  • A comprehensive benefits program.