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Financial Consultant

4 months ago

Ottawa, Canada Scotiabank Full time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team.


As a Financial Consultant, Regional Accounts you will be responsible for reengaging clients and actively promoting and referring clients to the MD offering best suited to their needs. You will also play a key role in prospecting and growing the client base.

Is this role right for you? In this role you will:

Connect with clients virtually, by phone and by email to conduct discovery conversations and foster engagement relative to the MD Financial Management and Scotiabank offerings, to identify new opportunities and ensure service alignment Build rapport and trusted relationships with MD clients through active listening, responding to queries, and by developing an appreciation of what’s important to them

The Must Haves:

University degree in business, commerce or equivalent degree related to the practice of financial planning IIROC Licensed as a Registered Representative (RR), will also consider IR licensed  At minimum, the Canadian Securities Course & Conduct & Practices Handbook is required  Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License Qualification Program (LLQP) (all other provinces)  Demonstrated working knowledge of financial planning and financial services Bilingual (French/English) preferred 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

A commitment to an exceptional client experience by consistently delivering an exemplary level of service A desire to learn and further your knowledge The ability to work independently and as part of a broader team A high level of comfort with technology to support virtual meetings Excellent communication skills A focus on achieving results in doing what’s best for the client

Gestion MD limitée, une division de Gestion de patrimoine Scotia, cherche une personne talentueuse, passionnée et soucieuse de la clientèle pour pourvoir le poste de conseillère financière ou conseiller financier, Comptes régionaux.
Dans le cadre de ce poste, vous serez responsable de reprendre contact avec les clients et de promouvoir et recommander activement les solutions de MD qui répondent à leurs besoins. Vous contribuerez grandement à la prospection et à l’acquisition de nouveaux clients.


Ce poste est-il pour vous? Voici vos principales responsabilités :

Vous communiquerez avec les clients en ligne, par téléphone et par courriel pour tenir des conversations exploratoires et pour favoriser leur engagement relativement à l’offre de services de Gestion financière MD et de la Banque Scotia, dans le but de repérer de nouvelles occasions et d’assurer l’harmonisation des services. 
Vous établirez une relation de confiance avec les clients de MD en faisant preuve d’écoute active, en répondant à leurs demandes de renseignements et en tenant compte de ce qui est important pour eux.

Les essentiels

Diplôme universitaire en administration des affaires, en commerce ou dans un domaine connexe à la planification financière.
Permis de représentant inscrit (RI) de l’OCRCVM; le permis de représentant en placement (RP) sera également pris en compte. 
Le Cours sur le commerce des valeurs mobilières au Canada et le cours relatif au Manuel sur les normes de conduite sont des exigences minimales. 
Permis dans la catégorie des régimes de rentes collectives (PQPAV) (Québec seulement); Programme de qualification en assurance de personnes (PQAP) (toutes les autres provinces). 
Connaissance fonctionnelle démontrée de la planification financière et des services financiers.
Bilinguisme (anglais-français) de préférence. 

Avez-vous ce qu’il faut pour connaître du succès dans ce poste? Nous aimerions travailler avec vous si vous avez les qualités suivantes :

Vous vous faites un devoir d’offrir une expérience client exceptionnelle en assurant un niveau de service exemplaire.
Vous avez une volonté d’apprendre et d’approfondir vos connaissances.
Vous êtes capable de travailler de façon autonome et de collaborer au sein d’une équipe.
Vous êtes très à l’aise avec la technologie comme les outils de réunions virtuelles.
Vous avez d’excellentes aptitudes en communication.
Vous axez votre travail sur les résultats tout en agissant dans l’intérêt du client.

“Conformément à l’évaluation des besoins linguistiques effectuée par la BanqueScotia, le candidat retenu doit pouvoir communiquer en [anglais ou espagnol] [et en français] pour la ou les raisons suivantes: [choisir une raison ou plus:il devra collaborer étroitement avec d’autres groupes du siège social qui travaillent principalement en anglais, il relèvera d’un gestionnaire du siège social qui est un anglophone, il servira une clientèle anglophone]. “