Associate Financial Consultant (Digital)

Associate Financial Consultant (Digital)

Requisition ID : 245464

MD Financial Management | Gestion financière MD is a purpose‑driven team committed to results in an inclusive, high‑performing culture.

As an Associate Financial Consultant – Digital Channels reporting to the Manager, Virtual Advisory Team, you will help MD’s clients achieve their financial goals by understanding their personal and professional objectives, recommending MD products tailored to their specific needs, and providing timely, exemplary service.

This is a national role that can be located at any eligible MD office location in Canada.

• Champion a customer‑focused culture to deepen client relationships and leverage broader bank relationships, systems, and knowledge.
• Build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of what’s important to them.
• Recommend approaches based on client understanding and interest, tailored to their specific needs.
• Promote MD products and services with clients and prospects, including ‘disengaged’ clients.
• Accountable for client contact preparation, documenting client notes in our CRM tool and identifying new business opportunities through proactive mining of your book of business.
• Gather and input financial data resulting from client discovery conversations.
• Lead the collection of deficient Know Your Client (KYC) information on newly assigned and existing accounts.
• Identify and develop new business opportunities to prospect and grow the client base, ensuring retention through trusted relationships and servicing your client book.
• Seek out new opportunities through active mining of your book of business.
• Understand how the bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions.
• Actively pursue effective and efficient operations in accordance with Scotiabank’s values, its code of conduct and the Global Sales Principles, ensuring adequate business controls and compliance.
• Champion a high‑performance environment and contribute to an inclusive work environment.

Qualifications

What’s in it for you?

An inclusive working environment that encourages creativity, curiosity, and celebrates success. Career development and progression opportunities. Benefits include Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one. Work‑life balance, team events, and community participation.

Location(s)

Details

Equal Opportunity Statement

Scotiabank is a leading bank in the Americas. Guided by our purpose “for every future”, we help 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 and are committed to creating an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

#J-18808-Ljbffr