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Financial Consultant

2 months ago

Ottawa, Ontario, Canada Scotiabank Full time
Financial Consultant, Regional Accounts

At Scotiabank, we are seeking a talented and enthusiastic Financial Consultant, Regional Accounts to join our team. As a key member of our organization, you will be responsible for reengaging clients and promoting our financial services to meet their needs.

Key Responsibilities:
  • Conduct discovery conversations with clients to identify new opportunities and ensure service alignment
  • Develop and maintain strong relationships with clients to foster engagement and loyalty
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
  • Collaborate with internal teams to deliver exceptional client experiences
Requirements:
  • University degree in business, commerce, or equivalent
  • IIROC Licensed as a Registered Representative (RR) or IR licensed
  • Life License Qualification Program (LLQP) certification
  • Demonstrated working knowledge of financial planning and financial services
  • High level of comfort with technology to support virtual meetings
About Scotiabank:

Scotiabank is a leading bank in the Americas, committed to helping our customers, their families, and their communities achieve success through a broad range of advice, products, and services. 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.