Associate Financial Consultant (Digital)

Job summary

The role involves helping clients achieve financial goals by recommending tailored MD products and providing exemplary service. Responsibilities include managing a book of business, documenting client interactions in CRM, and ensuring KYC compliance.

Job details

Requisition ID: 272555 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Manager, Virtual Advisory Team, as an Associate Financial Consultant – Digital Channels, you will be responsible for helping MD’s clients achieve their financial goals through an understanding of their personal and professional objectives, recommendation of MD products tailored to their specific needs, and the provision of timely and exemplary service. 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 what’s important to them. You’ll 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 new 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 opportunities to prospect and grow the client base, while ensuring retention of clients through trusted relationships and servicing your client book. You will seek out new opportunities through the active mining of your book of business. 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 their 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. 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. #SWM 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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.

What you’ll do

The role involves helping clients achieve financial goals by recommending tailored MD products and providing exemplary service. Responsibilities include managing a book of business, documenting client interactions in CRM, and ensuring KYC compliance.

Requirements

Candidates must have a university degree in business or commerce and demonstrated knowledge of investment products. Approval as a Registered Representative with CIRO and a Life License (LLQP) are required or must be obtained within 12 months.

Listed skills

• Risk Management · Preferred
• Financial planning · Preferred
• Financial analysis · Preferred
• Client Relationship Management · Preferred
• CRM Tools · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Investment Products
• Client Relationship Management
• KYC Compliance
• CRM Tools
• Business Development
• Active Listening
• Risk Management
• Financial Analysis
• Sales Prospecting

Job areas

• Finance & Accounting
• Sales
• Consulting
• Customer Service & Support