Financial Consultant - Ottawa

Scotia Wealth Management; Ottawa; In loco; CAD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Performance Bonus

Employee Share Ownership Program

Pension Plan Matching

Banking Benefits

Health Benefits from day one!

Descrizione del lavoro

Scotiabank in Ottawa is seeking a Financial Consultant to support MD clients and families in achieving financial goals, partnering with Specialist Advisors to craft comprehensive financial plans and investment strategies. You will identify new opportunities, build client relationships, and travel within a defined circuit to expand the client base.

The role emphasizes risk management, estate and retirement planning, and a strong emphasis on compliance, with the Bank’s values and governance

Competenze

• 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).
• Two or more years of financial planning experience within the financial services industry.
• Strong marketing, presentation and communication skills.
• Proficiency in Canada’s two official languages is an asset.

Mansioni

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships.
• Prepare and execute quarterly business plans to meet individual, regional and corporate targets.
• Prospecting and client acquisition.
• Complete financial planning across risk management, estate, liability, cashflow, education funding, tax, retirement planning, investment management and practice management.
• Prepare comprehensive financial plans and investment strategies based on MD Management ranges.
• Travel within established travel circuit.
• Ensure compliance with regulations and MD's programs.

Conoscenze

CIRO license

Financial planning

Sales track record

Presentation skills

Communication skills

Bilingual (English/French)

Regulatory exams (CIRE/RSE/WME)

Lending knowledge

Formazione

Degree or diploma from accredited institution

Descrizione del lavoro

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
• Health Benefits from day one!

Location(s): Canada : Ontario : Ottawa

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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining 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.

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.