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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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