Elevate your financial advising career with Scotiabank as a Digital Associate Financial Consultant. This role focuses on client engagement and tailored product recommendations.

Reporting to the Manager of the Virtual Advisory Team, you will help clients achieve their financial goals by understanding their needs and recommending suitable MD products. Building trusted relationships with clients through active listening is crucial, along with documenting client interactions and identifying current business opportunities.

Key Responsibilities:
• Build rapport with MD clients through active listening
• Tailor product recommendations to client needs
• Promote MD products and services to clients
• Document client notes and identify business opportunities
• Collect deficient Know Your Client (KYC) information

Requirements:
• University degree in business or commerce
• Approval as a Registered Representative (CIRO)
• Life License (LLQP) or willingness to obtain
• Demonstrated knowledge of investment products

Utilize your financial acumen and relationship-building skills to enhance client satisfaction at Scotiabank.
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📌 Digital Associate Financial Consultant at Scotiabank (Quebec City)
🏢 Scotiabank
📍 Quebec City