Strategic Financial Services Consultant

1 day ago


Ottawa, Ontario, Canada Scotiabank Full time

We are seeking a Strategic Financial Services Consultant to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. To achieve this, you will conduct in-depth reviews for assigned clients, utilizing financial planning skills and tools to support their financial goals.

The ideal candidate will possess experience in financial planning and investment sales, as well as relevant certifications such as the Personal Financial Planning (PFP) designation or the Certified Financial Planner (CFP) designation. They will also be knowledgeable about competitive offerings, market trends, economic conditions, and regulatory environments.

As a Strategic Financial Services Consultant, you will have access to leading-edge resources, including dedicated marketing support, powerful mobile technology, and advanced CRM and portfolio management software. Our organization is committed to promoting diversity, respect, and inclusion, and we value the unique skills and experiences each individual brings to the Bank.

In return for your expertise, you can expect a competitive salary of $120,000 per year, plus benefits and opportunities for career growth. If you are passionate about delivering exceptional client service and building long-term relationships, we encourage you to apply for this exciting opportunity.



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