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Added 9 mins ago
TL
Sales Development Representative
The Leadership Agency
Montreal, QC
- Full-time
…want to beat the rep sitting next to you. Cold-calling or SDR experience is a bonus, not a…
Added 10 mins ago
GF
Sales and Service Representative (Fitness Trainer) - Alliston Market Village
GoodLife Fitness
Alliston, ON
- Part-time
…must have an interest in developing a professional sales & customer service career while gaining experience in coaching members on use of club…
Added 10 mins ago
C
Administrative Associate, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
You’re a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment…
Added 24 mins ago
CG
Security Guard - Spare - Markham
Commissionaires Great Lakes
Markham, ON
- Part-time
…skills, strong working knowledge of computer systems, CCTV experience, a positive attitude and the ability to provide excellent customer service, security and protection for our client’s…
Added 24 mins ago
District Sales Manager
Moov Pool Products
Toronto, ON
Collaborate with Customer Service, Operations, and other internal teams to ensure an exceptional customer experience.
Added 39 mins ago
C
Customer Service / Tech Support Rep (On-Site)
Concentrix
Belleville, ON
- Full-time
Join a world-class team in Belleville, ON, as a Customer Service / Tech Support Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…
Added 39 mins ago
C
Customer Service Rep (Travel Enthusiast) On-Site
Concentrix
NS · Glace Bay, NS
- Full-time
Join a world-class team in Cape Breton, NS, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 39 mins ago
C
Customer Service Rep – On-Site (Bilingual: French / English)
Concentrix
Chatham-Kent, ON · Chatham, ON
- Full-time
Join a world-class team in Chatham, as a French Bilingual Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…
Added 39 mins ago
C
Customer Service Rep (Travel Enthusiast) On-Site
Concentrix
Dartmouth, NS
- Full-time
Join a world-class team in Dartmouth, NS, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 39 mins ago
C
Customer Service Rep (Bilingual: French/English) On-Site
Concentrix
Oshawa, ON
- Full-time
Join a world-class team in Oshawa, ON, as a Bilingual Customer Service Representative! We’re looking for passionate game-changers to deliver exceptional customer experiences and solutions…
Added 39 mins ago
C
Emergency Services Representative (Bilingual: French / English) On-Site
Concentrix
Mississauga, ON
- Full-time
Join a world-class team in Mississauga, ON, as an Emergency Services Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences…
Added 39 mins ago
C
Customer Service Rep – Automotive (On-Site)
Concentrix
Mississauga, ON
- Full-time
Join a world-class team in Mississauga, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 39 mins ago
C
Customer Service Representative - Parts Services (On-Site)
Concentrix
Hamilton, ON
- Full-time
Join a world-class team in Hamilton, ON, as an Automotive Customer Service Representative! We’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 39 mins ago
C
Automotive Customer Service Representative (On-Site)
Concentrix
Oshawa, ON
- Full-time
Join a world-class team in Oshawa, ON, as an Automotive Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…
Added 39 mins ago
C
Automotive Customer Service Rep (Bilingual: French / English) On-site
Concentrix
Hamilton, ON
- Full-time
Join a world-class team in Hamilton, ON, as an Automotive Customer Service Representative! We’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 39 mins ago
C
Customer Service / Inside Sales Rep (On-Site)
Concentrix
Oshawa, ON
- Full-time
Join a world-class team in Oshawa, ON, as a Customer Service / Inside Sales Representative! We’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 39 mins ago
R
Process Technician - E Nickel - Weekend Nights
RTX
Oakville, ON
- Full-time
The salary range for this role is 61,334 CAD – 81,003 CAD . The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when…
Added 39 mins ago
E
Field Service Representative / Représentant(e) de service sur le terrain
Ecolab
Quebec, QC · Saguenay, QC
- Full-time
Ecolab is seeking a Field Service Representative (12 month Contract) where your hands-on skills and customer-first mindset will help shape a more sustainable future. You’ll be part of a…
Added 39 mins ago
E
Product Marketing Manager - Contractor - 26423
Enverus
Calgary, AB
- Contract
Bring the segment's value props to life through engaging storytelling and messaging across diverse marketing and sales channels that make up the Enverus customer journey
Added 39 mins ago
Représentant(e) au service à la clientèle et logistique // Logistics & Customer Service Rep.
Actylis
Montreal, QC · Saint-Laurent, Queb
The Logistics & Customer Service Representative is responsible for managing customer inquiries, sales orders, and logistics activities to ensure seamless order-to-delivery experience. This…
Added 39 mins ago
BC
Client Service Representative - Mississauga Office
Bestax Chartered Accountants
Mississauga, ON
- Full-time
Customer service, business setup, accounting firm or sales experience in Canada is a strong advantage.
Added 54 mins ago
Field Sales Representative - Process Analytics
Mettler Toledo
Calgary, AB · BC · MB · SK
As our Field Sales Representative for Western Canada, you will promote METTLER TOLEDO’s Process Analytics solutions across Alberta, British Columbia, Saskatchewan, and Manitoba. Through…
Added 54 mins ago
BC
Client Service Assistant
BFL CANADA
Waterloo, ON
- Full-time
As a Client Service Assistant, you will be responsible to assist the Client Service Manager and the Client Service Representative to ensure the Commercial team meets company objectives and…
Added 1 hour ago
Delivery Driver
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
Saskatoon, SK
If you enjoy working on various routes, physical work, driving and customer service, then this role is for you! Canadian Linen seeks a driven Relief Customer Service Representative to take…
Added 1 hour ago
CO
Job ID #32296: Manager, IT Infrastructure
City of Hamilton
Hamilton, ON
- Full-time

Scotiabank

Financial Consultant - Ottawa

Ottawa, ON, K1Z 8R9, Canada

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Job details

Experience: 2+ years financial planning experience within the financial services industry
Posting language: English
Posted: Oct 8, 2026

Original job description

Requisition ID: 275472

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

As a Financial Consultant you will contribute to the overall success of MD Financial Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.

Is this role right for you? In this role, you will:

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets

Actively participate in prospecting

Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting

Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges

Understand and comply with all industry regulations and MD's program and process requirements

Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs

Increase visibility of products and services through contact with centers of influence

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

Provide input to marketing and management concerning potential new products and services

Travel within established travel circuit

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 his/her 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.

Champions 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? - We'd love to work with you if you have:

Relevant degree or diploma from an accredited post-secondary institution or four years of relevant experience. CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE) or Wealth Management Essentials (WME) Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements including RR Dealer Member Training and Conduct Training Course Previous lending experience will be considered an asset Strong working knowledge of Financial Planning Good product knowledge A demonstrated track record of above average sales in a financial services or related environment 2+ years financial planning experience within the financial services industry Strong marketing skills Excellent presentation skills Strong communication and interpersonal skills Proficiency in Canada’s two official languages is an asset.

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.

#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.

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More about this job

Responsibilities

The Financial Consultant will assist clients in achieving personal financial goals by preparing comprehensive financial plans and investment strategies. They are also responsible for prospecting new clients, conducting financial planning seminars, and ensuring compliance with regulatory and internal bank policies.

Requirements

Candidates must have a relevant degree or diploma or four years of experience, along with CIRO licensing as a Registered Representative and Life License (LLQP). A demonstrated track record of above-average sales in the financial services industry and at least two years of financial planning experience are required.

Skills

Financial planning
Investment management
Risk management
Estate planning
Liability management
Retirement planning
Tax planning
Client prospecting
Relationship building
Sales
Presentation skills
Communication skills
Interpersonal skills
Financial analysis
Portfolio management

Benefits

Performance bonus
Employee share ownership program
Pension plan matching
Banking benefits
Health benefits
Career development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Financial Consultant
Wealth Management
CIRO
LLQP
Financial Planning
Investment Strategies
Estate Planning
Retirement Planning
Tax Planning
Prospecting
Client Retention
Portfolio Management
Regulatory Compliance
Scotiabank
MD Financial Management
Sales
Business Planning
Risk Management
Banking
Financial Services

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