Early Career Financial Consultant At Scotiabank Ottawa

Early Career Financial Consultant At Scotiabank Ottawa

06 Aug
|
Scotiabank
|
Ottawa

06 Aug

Scotiabank

Ottawa

Embark on a rewarding career as a Financial Consultant with Scotiabank, focusing on personalized financial planning and robust client relationships. Leverage your expertise to guide clients in achieving their financial aspirations. In this early career role, you will support MD Financial Consultant's initiatives while ensuring compliance with regulations and internal policies.

Collaborate with Specialist Advisors to prepare tailored financial plans that meet clients' diverse needs. Your proactive approach in prospecting and relationship-building will be crucial to growing the client base and achieving business objectives. Key Responsibilities:
Champion a customer-focused culture to deepen client relationships
Prepare and execute strategic quarterly business plans




Conduct financial planning across various domains including retirement and investment management
Organize seminars to inform clients on legislative changes
Stay updated on market trends affecting client financial affairs Requirements:
Relevant degree or four years of experience
CIRO licensed as Registered Representative
Robust knowledge of Financial Planning and products
2+ years of financial planning experience
Excellent communication and presentation skills Maximize your potential in a role dedicated to client success and financial strategy at Scotiabank.

📌 Early Career Financial Consultant At Scotiabank Ottawa
🏢 Scotiabank
📍 Ottawa

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