Financial Consultant - Ottawa

Scotiabank; Ottawa; Sur place; CAD 68 000 - 110 000; Plein temps

Avantages offerts par ce poste

Performance Bonus

Employee Stock Ownership Program

Pension Plan Matching

Banking Benefits

Health Benefits from Day One

Résumé du poste

MD Financial Management is seeking a Financial Consultant to help clients and families achieve personal financial goals. You will partner with Specialist Advisors, prepare comprehensive financial plans, and identify opportunities to grow the client base while maintaining regulatory compliance.

You will travel within the established circuit, contribute to a high-performance environment, and support MD's programs and processes with a strong client focus.

Qualifications

• CIRO license requirement including CIRE/RSE/WME
• Two-plus years of financial planning experience
• Strong client relationship and sales capabilities
• Proficiency in Canadian financial services regulations and compliance

Responsabilités

• Deepen client relationships and leverage bank relationships
• Prepare quarterly business plans to meet regional targets
• Prospect new clients and grow the client base
• Develop comprehensive financial plans and investment strategies for clients

Connaissances

CIRO-RR

RSE

WME

Financial planning

Sales skills

Bilingual optional

Formation

Relevant degree or diploma

Description du poste

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

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

As a Financial Consultant you will contribute to the overall success of MD Financial Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.

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.

#SWM

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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Life Insurance Company and Scotia Wealth Insurance Services.