Is this role right for you? In this role, you will: You will build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of whats key to them.

Youll recommend an approach based on their level of understanding and interest, tailored to their specific needs.

You will help to promote MD products and services with clients and prospects, including disengaged clients.

You will be accountable for client contact preparation, documenting client notes in our CRM tool and identifying current business opportunities through the proactive mining of your book of business.

You will also gather and input financial data resulting from client discovery conversations.

You will lead the collection of deficient Know Your Client (KYC) information on newly assigned and existing accounts, ensuring orders are suitable vis a vis client objectives.

You will identify and develop new business prospects to prospect and grow the client base, while ensuring retention of clients through trusted relationships and servicing your client book.





You will seek out recent opportunities through the active mining of your book of business.

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

Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabanks 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.

Do you have the skills that will enable you to succeed in this role? - We''d love to work with you if you have: University degree in business, commerce or equivalent.

Approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) Life License (LLQP) or a willingness to complete within 12 months.

Demonstrated knowledge of investment products.

📌 Associate Financial Consultant Digital Ottawa
🏢 MD Financial Management
📍 Ottawa