About This Opportunity: National Accounts Financial Consultant - Virtual Channels (Quebec)
Scotia Wealth Management is currently seeking a National Accounts Financial Consultant - Virtual Channels (Quebec) to join their team in Quebec.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Participate in client meeting preparation, drafting post‑meeting notes and identifying next opportunities, gathering, and inputting financial data resulting from discovery conversations. Understand and comply with all industry regulations and MD's program and process requirements.
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Connect with clients by phone and in writing, communicating marketing initiatives, conducting meaningful discovery conversations and fostering engagement relative to the MD financial suite and Scotiabank offerings. Help promote/advocate MD products and services with clients and prospects, which involves re‑engaging our “disengaged” clients. Understand how the Bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions.
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Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients. Actively pursue effective and effective 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.
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Qualifications University degree in business, commerce or equivalent degree related to the practice of financial planning. CIRO licensed as a Registered Representative (CIRO‑RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE) and, for Quebec offices, the Group Annuity Sector (PQPAV). Life License (LLQP) is required in all other provinces.
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Willingness to complete other regulatory requirements. Demonstrated working knowledge of financial planning and financial services, including banking and lending products. Minimum of 1–2 years of experience in an advisory role supporting clients.
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Ability to travel to meetings and events approximately 2 times per year. Location(s): Canada : Ontario : Ottawa | Canada : Alberta : Calgary | Canada : British Columbia : Vancouver | Canada : Nova Scotia : Halifax | Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas.
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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.
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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.
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Scotia Wealth Management?Scotia Wealth Management offers a supportive work environment in Quebec, where employees can grow and develop their skills. This National Accounts Financial Consultant - Virtual Channels (Quebec) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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