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Financial Services Consultant

2 months ago

Ottawa, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Consultant to join our team at Scotiabank. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice and guidance on their financial needs.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing them with tailored advice and guidance.
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Investment Product Specialist: Provide clients with expert advice on investment products and services, ensuring they are aligned with their financial goals and objectives.
  • Wealth Management: Work with clients to develop and implement wealth management strategies, ensuring they are aligned with their financial goals and objectives.
  • Financial Analysis: Conduct financial analysis and provide clients with expert advice on financial planning and investment strategies.
Requirements
  • Education: University degree in business, commerce, or equivalent.
  • License: 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.
  • Language: Proficiency in Canada's two official languages is an asset.
What We Offer

At Scotiabank, we offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.