FINANCIAL PLANNING CONSULTANTS
Scotia Wealth Management
Elevate your career as a Financial Consultant with Scotiabank in Ottawa, Ontario. This role emphasizes client-focused financial planning and building lasting relationships to achieve personal financial goals.
As a Financial Consultant, you will assist MD clients by leveraging your proven experience and client-centric approach. You will be responsible for developing comprehensive financial plans, executing quarterly business initiatives, and driving client acquisition while ensuring compliance with regulations. Collaborating closely with Specialist Advisors, you'll enhance the financial well-being of clients through strategic planning.
Key Responsibilities:
- Champion client relationships and foster a customer-focused culture
- Prepare comprehensive financial plans and investment strategies
- Conduct financial planning seminars and information meetings
- Actively participate in prospecting and client retention efforts
- Keep abreast of financial trends and regulations affecting clients
Requirements:
- Relevant degree or four years of experience
- CIRO licensed as a Registered Representative
- 2+ years financial planning experience
- Strong marketing and interpersonal skills
- Proficient in both of Canada’s official languages (asset)
Harness your financial expertise and client-building skills to succeed as a Financial Consultant with Scotiabank in Ottawa.
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Vacancy posted -61
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