Associate Financial Consultant (Digital)
MD Financial Management | Gestion financière MD
Ottawa, Ontario, Canada
Sales / Marketing, Finance / Banking / Insurance
Requisition ID: 245464
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.
THIS IS A NATIONAL ROLE WHICH CAN BE LOCATED AT ANY AVAILABLE MD OFFICE LOCATION IN CANADA
Is this role right for you? In this role, you will:
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
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 pursue 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.
Champion a high-performance environment and contributes to an inclusive work environment.
Do you have the skills that will enable you to succeed in this role?
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. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only).
Demonstrated knowledge of investment products.
Bilingual French and English is Mandatory
What's in it for you?
The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.
“Pursuant to a language needs assessment conducted byScotiabank, the successful candidate will be required to be
able to communicate in English in addition to French because they will be requiredto work closely with other groups from head office who operate primarily in English, they will report to a managerfrom head office who is an English speaker, and/or they willserve and English-speaking clientele.”
Location(s): Canada : Ontario : Ottawa || Canada : New Brunswick : Moncton || Canada : Quebec : Montreal
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.
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.
THIS IS A NATIONAL ROLE WHICH CAN BE LOCATED AT ANY AVAILABLE MD OFFICE LOCATION IN CANADA
Is this role right for you? In this role, you will:
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
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 pursue 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.
Champion a high-performance environment and contributes to an inclusive work environment.
Do you have the skills that will enable you to succeed in this role?
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. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only).
Demonstrated knowledge of investment products.
Bilingual French and English is Mandatory
What's in it for you?
The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.
“Pursuant to a language needs assessment conducted byScotiabank, the successful candidate will be required to be
able to communicate in English in addition to French because they will be requiredto work closely with other groups from head office who operate primarily in English, they will report to a managerfrom head office who is an English speaker, and/or they willserve and English-speaking clientele.”
Location(s): Canada : Ontario : Ottawa || Canada : New Brunswick : Moncton || Canada : Quebec : Montreal
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.
About the company
Company website•Financial Services
MD has one main goal: to help Canadian physicians and their families achieve financial well-being.
With over 50 years of physician-focused experience, MD’s Advisors and teams of experts provide a comprehensive financial plan, advice and solutions specific to physicians’ needs at every stage of their career, from medical school to practice and through retirement.
MD n’a qu’un seul but : aider les médecins du Canada médecins canadiens et les membres de leur famille à accéder au bien-être financier.
Forte de plus de 50 ans d’expérience au service des médecins, les conseillers et spécialistes de MD offrent un plan financier complet ainsi que des conseils et des solutions qui répondent aux besoins des médecins à toutes les étapes de leur carrière (études, exercice de la profession, retraite).