Senior Investment Consultant

1 week ago


Ottawa, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a skilled Senior Investment Consultant to join our team in Ottawa, ON. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality investment advice and service.

Key Responsibilities
  • Conduct comprehensive financial reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing advanced financial planning skills and tools to support their financial goals.
  • Utilize your natural curiosity to uncover and solve client needs, delivering trusted investment advice and guidance on retirement planning and wealth management strategies.
  • Build long-term relationships with clients, focusing on providing exceptional customer experiences and growing strong relationships with existing clients.
Requirements
  • Prior experience in investment sales and financial planning is preferred.
  • A successfully completed (or working towards) Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation is an asset.
  • You hold a CIRO license and have knowledge of competitive offerings, market trends, economic conditions, and regulatory environments.
  • You possess access to leading-edge resources, including dedicated marketing support, powerful mobile technology, CRM, portfolio, and financial planning software.
  • You thrive in a culture that promotes diversity, respect, and inclusion, and are part of an organization committed to making a positive impact in our communities – for you and your clients.
Compensation

The estimated salary for this role is $80,000 - $120,000 per year, depending on experience and qualifications. We offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as a pension plan and opportunities for professional growth and development.About Scotiabank

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. We believe in fostering a work culture that promotes diversity, respect, and inclusion, and supports the growth and development of our employees.



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