Financial Consultant - Ottawa

Is this role right for you?

In this role, you will:

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets

Actively participate in prospecting

Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting

Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges

Understand and comply with all industry regulations and MD's program and process requirements

Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs

Increase visibility of products and services through contact with centers of influence

Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients

Provide input to marketing and management concerning potential new products and services

Travel within established travel circuit

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Champions a high-performance environment and contributes to an inclusive work environment.

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

Relevant degree or diploma from an accredited post-secondary institution or four years of relevant experience.
CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE) or Wealth Management Essentials (WME)
Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements including RR Dealer Member Training and Conduct Training Course
Previous lending experience will be considered an asset
Strong working knowledge of Financial Planning
Good product knowledge
A demonstrated track record of above average sales in a financial services or related environment
2+ years financial planning experience within the financial services industry
Strong marketing skills
Excellent presentation skills
Strong communication and interpersonal skills
Proficiency in Canada’s two official languages is an asset.

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

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