Senior Financial Consultant

7 days ago

Ottawa, Ontario, Canada Scotiabank Full time
Role Summary

We are seeking a highly skilled Senior Financial Consultant to join our team in Ottawa. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high net worth individuals and families.


Key Responsibilities

As a Senior Financial Consultant, you will:



  • Contribute to the overall success of our wealth management business in Canada by executing specific individual goals, plans, and initiatives in support of our business strategies and objectives.
  • Ensure all activities conducted are in compliance with governing regulations, internal policies, and procedures.
  • Assist MD clients and their families in achieving their personal financial goals by preparing comprehensive financial plans and specific investment strategies.
  • Identify and develop new opportunities to prospect and grow the client base while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.

Requirements

To be successful in this role, you will need:



  • A minimum of 5 years' experience providing financial advice within the financial services industry, coupled with a university degree in business, commerce, or financial planning, and hold the Certified Financial Planner (CFP) designation.
  • 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.
  • Wealth Management Essentials (post-licensing requirement).

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.

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