Associate Financial Consultant (Digital)

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Title: Associate Financial Consultant (Digital)

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

Reporting to the Manager, Virtual Advisory Team, 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.

• Champion a customer focused culture to deepen client relationships and leverage broader bank relationships, systems and knowledge.
• Build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of what’s important to them.
• Recommend an approach based on their level of understanding and interest, tailored to their specific needs.
• Promote MD products and services with clients and prospects, including “disengaged” clients.
• 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.
• Gather and input financial data resulting from client discovery conversations.
• Lead the collection of deficient Know Your Client (KYC) information on newly assigned and existing accounts.
• 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.
• 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 contribute to an inclusive work environment.

• University degree in business, commerce or equivalent.
• Approval as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO).
• Life License (LLQP) or willingness to complete within 12 months.
• Demonstrated knowledge of investment products.

Bilingual French and English is mandatory.

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.

• Scotiabank benefits such as performance bonus, employee share ownership program, pension plan matching, banking benefits and health benefits from day one.
• Work‑life balance, team events and community participation.

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.

If you require accommodation during the recruitment and selection process, please let our Recruitment team know. 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.